CCWM
Cassaday & Co Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
2,371
+115
| +5% | +$13.7K | 0.01% | 283 |
|
|
2025
Q1 | $279K | Buy |
2,256
+226
| +11% | +$27.9K | 0.01% | 269 |
|
|
2024
Q4 | $231K | Buy |
2,030
+72
| +4% | +$8.2K | 0.01% | 292 |
|
|
2024
Q3 | $257K | Hold |
1,958
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $276K | Hold |
1,958
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $320K | Hold |
1,958
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $261K | Hold |
1,958
| – | – | 0.01% | 229 |
|
|
2023
Q3 | $235K | Buy |
+1,958
| New | +$235K | 0.01% | 227 |
|
|
2023
Q1 | – | Sell |
-1,956
| Closed | -$204K | – | 261 |
|
|
2022
Q4 | $204K | Buy |
+1,956
| New | +$204K | 0.01% | 241 |
|