Crestmont Private Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
1,698
| – | – | 0.07% | 80 |
|
|
2025
Q1 | $210K | Buy |
+1,698
| New | +$210K | 0.09% | 70 |
|
|
2024
Q4 | – | Sell |
-1,698
| Closed | -$223K | – | 110 |
|
|
2024
Q3 | $223K | Hold |
1,698
| – | – | 0.1% | 83 |
|
|
2024
Q2 | $240K | Sell |
1,698
-49
| -3% | -$6.92K | 0.12% | 68 |
|
|
2024
Q1 | $285K | Buy |
1,747
+49
| +3% | +$8K | 0.14% | 52 |
|
|
2023
Q4 | $226K | Sell |
1,698
-51
| -3% | -$6.79K | 0.12% | 49 |
|
|
2023
Q3 | $210K | Buy |
+1,749
| New | +$210K | 0.13% | 47 |
|