CAWM
Capital Advisors Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Sell |
8,320
-1,010
| -11% | -$120K | 0.16% | 74 |
|
|
2025
Q1 | $1.15M | Buy |
9,330
+395
| +4% | +$48.8K | 0.2% | 64 |
|
|
2024
Q4 | $1.02M | Buy |
8,935
+589
| +7% | +$67.1K | 0.18% | 64 |
|
|
2024
Q3 | $1.1M | Buy |
8,346
+141
| +2% | +$18.5K | 0.2% | 57 |
|
|
2024
Q2 | $1.16M | Buy |
8,205
+130
| +2% | +$18.4K | 0.23% | 53 |
|
|
2024
Q1 | $1.32M | Sell |
8,075
-44
| -0.5% | -$7.19K | 0.27% | 49 |
|
|
2023
Q4 | $1.08M | Sell |
8,119
-120
| -1% | -$16K | 0.25% | 53 |
|
|
2023
Q3 | $990K | Sell |
8,239
-1,305
| -14% | -$157K | 0.26% | 53 |
|
|
2023
Q2 | $910K | Buy |
9,544
+2,217
| +30% | +$211K | 0.23% | 59 |
|
|
2023
Q1 | $743K | Buy |
7,327
+225
| +3% | +$22.8K | 0.21% | 66 |
|
|
2022
Q4 | $739K | Buy |
7,102
+3,303
| +87% | +$344K | 0.22% | 58 |
|
|
2022
Q3 | $307K | Buy |
+3,799
| New | +$307K | 0.1% | 91 |
|