Axxcess Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
6,876
-28
| -0.4% | -$3.34K | 0.02% | 475 |
|
|
2025
Q1 | $852K | Buy |
6,904
+33
| +0.5% | +$4.08K | 0.02% | 433 |
|
|
2024
Q4 | $783K | Sell |
6,871
-44
| -0.6% | -$5.01K | 0.02% | 453 |
|
|
2024
Q3 | $909K | Sell |
6,915
-2,298
| -25% | -$302K | 0.02% | 408 |
|
|
2024
Q2 | $1.3M | Sell |
9,213
-2,990
| -25% | -$422K | 0.03% | 329 |
|
|
2024
Q1 | $1.99M | Buy |
12,203
+2,404
| +25% | +$393K | 0.05% | 248 |
|
|
2023
Q4 | $1.3M | Sell |
9,799
-3,251
| -25% | -$433K | 0.04% | 308 |
|
|
2023
Q3 | $1.57M | Buy |
13,050
+9,431
| +261% | +$1.13M | 0.05% | 240 |
|
|
2023
Q2 | $345K | Sell |
3,619
-88
| -2% | -$8.39K | 0.03% | 421 |
|
|
2023
Q1 | $376K | Sell |
3,707
-129
| -3% | -$13.1K | 0.03% | 430 |
|
|
2022
Q4 | $399K | Sell |
3,836
-61
| -2% | -$6.35K | 0.03% | 394 |
|
|
2022
Q3 | $315K | Buy |
3,897
+934
| +32% | +$75.5K | 0.03% | 388 |
|
|
2022
Q2 | $243K | Sell |
2,963
-128
| -4% | -$10.5K | 0.02% | 445 |
|
|
2022
Q1 | $267K | Buy |
+3,091
| New | +$267K | 0.02% | 497 |
|