Beaird Harris Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.6K | Hold |
734
| – | – | 0.01% | 196 |
|
|
2025
Q1 | $90.6K | Sell |
734
-9
| -1% | -$1.11K | 0.01% | 175 |
|
|
2024
Q4 | $84.7K | Buy |
743
+9
| +1% | +$1.03K | 0.01% | 187 |
|
|
2024
Q3 | $96.5K | Sell |
734
-2,924
| -80% | -$384K | 0.01% | 181 |
|
|
2024
Q2 | $516K | Sell |
3,658
-4
| -0.1% | -$565 | 0.05% | 75 |
|
|
2024
Q1 | $598K | Hold |
3,662
| – | – | 0.06% | 69 |
|
|
2023
Q4 | $488K | Buy |
3,662
+4
| +0.1% | +$533 | 0.05% | 66 |
|
|
2023
Q3 | $440K | Hold |
3,658
| – | – | 0.05% | 62 |
|
|
2023
Q2 | $349K | Sell |
3,658
-2
| -0.1% | -$191 | 0.04% | 68 |
|
|
2023
Q1 | $371K | Hold |
3,660
| – | – | 0.07% | 63 |
|
|
2022
Q4 | $381K | Hold |
3,660
| – | – | 0.07% | 63 |
|
|
2022
Q3 | $295K | Buy |
3,660
+2,926
| +399% | +$236K | 0.06% | 63 |
|
|
2022
Q2 | $60K | Sell |
734
-2,926
| -80% | -$239K | 0.02% | 127 |
|
|
2022
Q1 | $316K | Hold |
3,660
| – | – | 0.11% | 66 |
|
|
2021
Q4 | $265K | Buy |
+3,660
| New | +$265K | 0.1% | 98 |
|