CWM
Compass Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
39,192
+18,563
| +90% | +$2.21M | 1.11% | 35 |
|
|
2025
Q1 | $2.55M | Buy |
20,629
+19,068
| +1,222% | +$2.35M | 0.65% | 59 |
|
|
2024
Q4 | $178K | Hold |
1,561
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $205K | Hold |
1,561
| – | – | 0.05% | 155 |
|
|
2024
Q2 | $220K | Hold |
1,561
| – | – | 0.05% | 154 |
|
|
2024
Q1 | $255K | Hold |
1,561
| – | – | 0.06% | 146 |
|
|
2023
Q4 | $208K | Sell |
1,561
-30
| -2% | -$3.99K | 0.06% | 151 |
|
|
2023
Q3 | $191K | Buy |
1,591
+112
| +8% | +$13.5K | 0.06% | 156 |
|
|
2023
Q2 | $141K | Sell |
1,479
-52
| -3% | -$4.96K | 0.04% | 165 |
|
|
2023
Q1 | $155K | Hold |
1,531
| – | – | 0.05% | 164 |
|
|
2022
Q4 | $159K | Buy |
+1,531
| New | +$159K | 0.05% | 164 |
|