Carson Wealth (CWM LLC)’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Buy |
42,204
+4,404
| +12% | +$525K | 0.02% | 582 |
|
|
2025
Q1 | $4.67M | Buy |
37,800
+6,951
| +23% | +$858K | 0.02% | 548 |
|
|
2024
Q4 | $3.52M | Buy |
30,849
+2,231
| +8% | +$254K | 0.01% | 568 |
|
|
2024
Q3 | $3.76M | Buy |
28,618
+5,350
| +23% | +$703K | 0.02% | 511 |
|
|
2024
Q2 | $3.29M | Buy |
23,268
+203
| +0.9% | +$28.7K | 0.02% | 516 |
|
|
2024
Q1 | $3.77M | Sell |
23,065
-923
| -4% | -$151K | 0.02% | 468 |
|
|
2023
Q4 | $3.19M | Buy |
23,988
+2,403
| +11% | +$320K | 0.02% | 483 |
|
|
2023
Q3 | $2.59M | Buy |
21,585
+1,657
| +8% | +$199K | 0.02% | 491 |
|
|
2023
Q2 | $1.9M | Buy |
19,928
+1,970
| +11% | +$188K | 0.01% | 524 |
|
|
2023
Q1 | $1.82M | Buy |
17,958
+2,290
| +15% | +$232K | 0.01% | 494 |
|
|
2022
Q4 | $1.63M | Buy |
15,668
+118
| +0.8% | +$12.3K | 0.01% | 477 |
|
|
2022
Q3 | $1.26M | Sell |
15,550
-366
| -2% | -$29.5K | 0.01% | 498 |
|
|
2022
Q2 | $1.31M | Buy |
15,916
+1,831
| +13% | +$150K | 0.01% | 498 |
|
|
2022
Q1 | $1.22M | Sell |
14,085
-1,492
| -10% | -$129K | 0.01% | 514 |
|
|
2021
Q4 | $1.13M | Buy |
+15,577
| New | +$1.13M | 0.01% | 554 |
|
|
2021
Q2 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2021
Q1 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2020
Q3 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2020
Q2 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2020
Q1 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2019
Q4 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2019
Q3 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2019
Q2 | $997K | Hold |
11,614
| – | – | 0.01% | 562 |
|
|
2019
Q1 | $997K | Buy |
11,614
+10,116
| +675% | +$868K | 0.01% | 562 |
|
|
2018
Q4 | $129K | Sell |
1,498
-110
| -7% | -$9.47K | ﹤0.01% | 681 |
|
|
2018
Q3 | $181K | Buy |
1,608
+103
| +7% | +$11.6K | ﹤0.01% | 530 |
|
|
2018
Q2 | $169K | Buy |
1,505
+7
| +0.5% | +$786 | 0.01% | 448 |
|
|
2018
Q1 | $144K | Sell |
1,498
-1,743
| -54% | -$168K | 0.01% | 402 |
|
|
2017
Q4 | $328K | Sell |
3,241
-32
| -1% | -$3.24K | 0.01% | 299 |
|
|
2017
Q3 | $300K | Sell |
3,273
-311
| -9% | -$28.5K | 0.01% | 291 |
|
|
2017
Q2 | $296K | Buy |
3,584
+23
| +0.6% | +$1.9K | 0.02% | 279 |
|
|
2017
Q1 | $282K | Sell |
3,561
-499
| -12% | -$39.5K | 0.02% | 267 |
|
|
2016
Q4 | $351K | Buy |
4,060
+1,661
| +69% | +$144K | 0.02% | 228 |
|
|
2016
Q3 | $193K | Buy |
2,399
+257
| +12% | +$20.7K | 0.01% | 265 |
|
|
2016
Q2 | $170K | Buy |
2,142
+739
| +53% | +$58.7K | 0.01% | 252 |
|
|
2016
Q1 | $121K | Buy |
1,403
+1,062
| +311% | +$91.6K | 0.01% | 261 |
|
|
2015
Q4 | $28K | Sell |
341
-43
| -11% | -$3.53K | ﹤0.01% | 368 |
|
|
2015
Q3 | $30K | Buy |
+384
| New | +$30K | ﹤0.01% | 330 |
|
|
2014
Q1 | – | Sell |
-990
| Closed | -$76K | – | 374 |
|
|
2013
Q4 | $76K | Buy |
990
+340
| +52% | +$26.1K | 0.01% | 208 |
|
|
2013
Q3 | $38K | Buy |
+650
| New | +$38K | 0.01% | 209 |
|