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Bellwether Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3K | Hold |
329
| – | – | 0.01% | 236 |
|
|
2025
Q1 | $40.6K | Hold |
329
| – | – | 0.01% | 232 |
|
|
2024
Q4 | $37.5K | Buy |
+329
| New | +$37.5K | 0.01% | 247 |
|
|
2023
Q2 | – | Sell |
-329
| Closed | -$33.4K | – | 357 |
|
|
2023
Q1 | $33.4K | Hold |
329
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $34.2K | Sell |
329
-6
| -2% | -$624 | 0.01% | 213 |
|
|
2022
Q3 | $27K | Buy |
335
+10
| +3% | +$806 | 0.01% | 200 |
|
|
2022
Q2 | $26K | Hold |
325
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $28K | Sell |
325
-923
| -74% | -$79.5K | 0.01% | 231 |
|
|
2021
Q4 | $90K | Hold |
1,248
| – | – | 0.03% | 159 |
|
|
2021
Q3 | $87K | Hold |
1,248
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $107K | Hold |
1,248
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $101K | Sell |
1,248
-874
| -41% | -$70.7K | 0.04% | 135 |
|
|
2020
Q4 | $148K | Buy |
+2,122
| New | +$148K | 0.07% | 114 |
|