CMP
Coston McIsaac & Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
200
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $24K | Sell |
200
-76
| -28% | -$9.12K | 0.01% | 371 |
|
|
2024
Q4 | $31K | Hold |
276
| – | – | 0.01% | 343 |
|
|
2024
Q3 | $36 | Buy |
276
+11
| +4% | +$1 | 0.01% | 325 |
|
|
2024
Q2 | $37K | Buy |
265
+65
| +33% | +$9.08K | 0.01% | 309 |
|
|
2024
Q1 | $32K | Hold |
200
| – | – | 0.01% | 333 |
|
|
2023
Q4 | $26K | Hold |
200
| – | – | 0.01% | 355 |
|
|
2023
Q3 | $24K | Hold |
200
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $19K | Sell |
200
-25
| -11% | -$2.38K | 0.01% | 417 |
|
|
2023
Q1 | $22K | Buy |
225
+25
| +13% | +$2.44K | 0.01% | 386 |
|
|
2022
Q4 | $20 | Hold |
200
| – | – | 0.01% | 405 |
|
|
2022
Q3 | $16K | Hold |
200
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $16K | Buy |
+200
| New | +$16K | 0.01% | 236 |
|