CWP
CFM Wealth Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
10,611
+8
| +0.1% | +$954 | 0.2% | 70 |
|
|
2025
Q1 | $1.31M | Sell |
10,603
-23
| -0.2% | -$2.84K | 0.23% | 67 |
|
|
2024
Q4 | $1.21M | Sell |
10,626
-54
| -0.5% | -$6.15K | 0.2% | 70 |
|
|
2024
Q3 | $1.4M | Sell |
10,680
-11,497
| -52% | -$1.51M | 0.25% | 67 |
|
|
2024
Q2 | $3.13M | Buy |
22,177
+6
| +0% | +$847 | 0.58% | 41 |
|
|
2024
Q1 | $3.62M | Sell |
22,171
-3,396
| -13% | -$555K | 0.73% | 36 |
|
|
2023
Q4 | $3.4M | Buy |
25,567
+5
| +0% | +$666 | 0.77% | 35 |
|
|
2023
Q3 | $3.07M | Sell |
25,562
-1,838
| -7% | -$221K | 0.8% | 35 |
|
|
2023
Q2 | $2.61M | Buy |
27,400
+36
| +0.1% | +$3.43K | 0.63% | 42 |
|
|
2023
Q1 | $2.77M | Buy |
27,364
+6
| +0% | +$608 | 0.75% | 38 |
|
|
2022
Q4 | $2.85M | Buy |
27,358
+5
| +0% | +$520 | 0.85% | 36 |
|
|
2022
Q3 | $2.21M | Buy |
27,353
+6
| +0% | +$484 | 0.71% | 40 |
|
|
2022
Q2 | $2.24M | Sell |
27,347
-371
| -1% | -$30.4K | 0.67% | 41 |
|
|
2022
Q1 | $2.4M | Buy |
27,718
+10,891
| +65% | +$941K | 0.57% | 48 |
|
|
2021
Q4 | $1.27M | Sell |
16,827
-234
| -1% | -$17.7K | 0.28% | 72 |
|
|
2021
Q3 | $1.19M | Buy |
17,061
+7
| +0% | +$490 | 0.3% | 67 |
|
|
2021
Q2 | $1.46M | Sell |
17,054
-464
| -3% | -$39.8K | 0.39% | 56 |
|
|
2021
Q1 | $1.43M | Buy |
17,518
+5
| +0% | +$408 | 0.43% | 56 |
|
|
2020
Q4 | $1.23M | Sell |
17,513
-820
| -4% | -$57.4K | 0.39% | 57 |
|
|
2020
Q3 | $950K | Hold |
18,333
| – | – | 0.35% | 60 |
|
|
2020
Q2 | $1.32M | Hold |
18,333
| – | – | 0.5% | 45 |
|
|
2020
Q1 | $984K | Hold |
18,333
| – | – | 0.46% | 49 |
|
|
2019
Q4 | $1.9M | Buy |
+18,333
| New | +$1.9M | 0.7% | 38 |
|