CA
CWC Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
13,271
-168
| -1% | -$20K | 0.82% | 33 |
|
|
2025
Q1 | $1.66M | Buy |
13,439
+3,696
| +38% | +$456K | 0.94% | 29 |
|
|
2024
Q4 | $1.11M | Buy |
9,743
+92
| +1% | +$10.5K | 1.11% | 26 |
|
|
2024
Q3 | $1.27M | Buy |
+9,651
| New | +$1.27M | 1.25% | 22 |
|