BWCS
Beirne Wealth Consulting Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
1,700
| – | – | 0.07% | 97 |
|
|
2025
Q1 | $210K | Buy |
+1,700
| New | +$210K | 0.07% | 95 |
|
|
2024
Q4 | – | Sell |
-1,700
| Closed | -$223K | – | 105 |
|
|
2024
Q3 | $223K | Hold |
1,700
| – | – | 0.08% | 91 |
|
|
2024
Q2 | $240K | Hold |
1,700
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $278K | Sell |
1,700
-120
| -7% | -$19.6K | 0.12% | 79 |
|
|
2023
Q4 | $242K | Buy |
+1,820
| New | +$242K | 0.12% | 123 |
|
|
2019
Q1 | – | Sell |
-5,550
| Closed | -$478K | – | 195 |
|
|
2018
Q4 | $478K | Buy |
+5,550
| New | +$478K | 0.41% | 75 |
|