CSWM
Cassady Schiller Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $71.1K | Buy |
624
+3
| +0.5% | +$342 | 0.03% | 178 |
|
|
2024
Q3 | $81.6K | Hold |
621
| – | – | 0.03% | 172 |
|
|
2024
Q2 | $87.7K | Hold |
621
| – | – | 0.04% | 159 |
|
|
2024
Q1 | $101K | Buy |
621
+258
| +71% | +$42.1K | 0.05% | 153 |
|
|
2023
Q4 | $48.3K | Hold |
363
| – | – | 0.02% | 206 |
|
|
2023
Q3 | $43.6K | Hold |
363
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $34.6K | Hold |
363
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $36.8K | Sell |
363
-52
| -13% | -$5.27K | 0.02% | 224 |
|
|
2022
Q4 | $43.2K | Buy |
+415
| New | +$43.2K | 0.03% | 206 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$7K | – | 476 |
|
|
2021
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 339 |
|