CTWM
Cherry Tree Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Sell |
1,629
-66
| -4% | -$7.87K | 0.05% | 160 |
|
|
2025
Q1 | $209K | Hold |
1,695
| – | – | 0.05% | 155 |
|
|
2024
Q4 | $193K | Hold |
1,695
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $223K | Hold |
1,695
| – | – | 0.05% | 155 |
|
|
2024
Q2 | $239K | Buy |
1,695
+66
| +4% | +$9.32K | 0.06% | 150 |
|
|
2024
Q1 | $266K | Sell |
1,629
-137
| -8% | -$22.4K | 0.07% | 141 |
|
|
2023
Q4 | $235K | Hold |
1,766
| – | – | 0.06% | 139 |
|
|
2023
Q3 | $212K | Hold |
1,766
| – | – | 0.06% | 134 |
|
|
2023
Q2 | $168K | Buy |
+1,766
| New | +$168K | 0.05% | 150 |
|