CWC
Carolinas Wealth Consulting’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,311
| Closed | -$162K | – | 715 |
|
|
2025
Q1 | $162K | Buy |
1,311
+1
| +0.1% | +$123 | 0.03% | 195 |
|
|
2024
Q4 | $149K | Buy |
1,310
+5
| +0.4% | +$570 | 0.03% | 208 |
|
|
2024
Q3 | $172K | Buy |
1,305
+8
| +0.6% | +$1.05K | 0.03% | 195 |
|
|
2024
Q2 | $183K | Sell |
1,297
-1
| -0.1% | -$141 | 0.04% | 184 |
|
|
2024
Q1 | $212K | Buy |
1,298
+3
| +0.2% | +$490 | 0.04% | 168 |
|
|
2023
Q4 | $172K | Sell |
1,295
-10
| -0.8% | -$1.33K | 0.04% | 174 |
|
|
2023
Q3 | $149K | Sell |
1,305
-114
| -8% | -$13K | 0.04% | 179 |
|
|
2023
Q2 | $135K | Sell |
1,419
-74
| -5% | -$7.06K | 0.03% | 215 |
|
|
2023
Q1 | $151K | Buy |
1,493
+27
| +2% | +$2.74K | 0.03% | 206 |
|
|
2022
Q4 | $153K | Buy |
1,466
+324
| +28% | +$33.7K | 0.03% | 200 |
|
|
2022
Q3 | $92K | Buy |
1,142
+101
| +10% | +$8.14K | 0.02% | 256 |
|
|
2022
Q2 | $85K | Sell |
1,041
-213
| -17% | -$17.4K | 0.02% | 270 |
|
|
2022
Q1 | $108K | Sell |
1,254
-192
| -13% | -$16.5K | 0.02% | 249 |
|
|
2021
Q4 | $105K | Buy |
1,446
+3
| +0.2% | +$218 | 0.02% | 254 |
|
|
2021
Q3 | $101K | Buy |
1,443
+160
| +12% | +$11.2K | 0.02% | 243 |
|
|
2021
Q2 | $110K | Buy |
1,283
+3
| +0.2% | +$257 | 0.02% | 253 |
|
|
2021
Q1 | $104K | Buy |
1,280
+143
| +13% | +$11.6K | 0.03% | 250 |
|
|
2020
Q4 | $80K | Sell |
1,137
-155
| -12% | -$10.9K | 0.02% | 259 |
|
|
2020
Q3 | $67K | Buy |
1,292
+126
| +11% | +$6.53K | 0.02% | 240 |
|
|
2020
Q2 | $84K | Buy |
+1,166
| New | +$84K | 0.03% | 164 |
|