BWM
BKM Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
2,259
+7
| +0.3% | +$835 | 0.11% | 133 |
|
|
2025
Q1 | $278K | Sell |
2,252
-1,221
| -35% | -$151K | 0.11% | 132 |
|
|
2024
Q4 | $396K | Sell |
3,473
-990
| -22% | -$113K | 0.16% | 117 |
|
|
2024
Q3 | $587K | Sell |
4,463
-10,300
| -70% | -$1.35M | 0.24% | 105 |
|
|
2024
Q2 | $2.08M | Sell |
14,763
-1,301
| -8% | -$184K | 1% | 26 |
|
|
2024
Q1 | $2.62M | Buy |
16,064
+568
| +4% | +$92.8K | 1.13% | 20 |
|
|
2023
Q4 | $2.06M | Buy |
+15,496
| New | +$2.06M | 0.88% | 24 |
|