CWP
Cyndeo Wealth Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
42,167
+1,520
| +4% | +$181K | 0.3% | 93 |
|
|
2025
Q1 | $5.02M | Buy |
40,647
+15,856
| +64% | +$1.96M | 0.33% | 90 |
|
|
2024
Q4 | $2.82M | Buy |
24,791
+3,533
| +17% | +$403K | 0.19% | 135 |
|
|
2024
Q3 | $2.79M | Sell |
21,258
-53
| -0.2% | -$6.97K | 0.2% | 135 |
|
|
2024
Q2 | $3.01M | Sell |
21,311
-34,238
| -62% | -$4.83M | 0.24% | 122 |
|
|
2024
Q1 | $9.07M | Sell |
55,549
-12,437
| -18% | -$2.03M | 0.75% | 28 |
|
|
2023
Q4 | $9.05M | Buy |
67,986
+10,652
| +19% | +$1.42M | 0.84% | 24 |
|
|
2023
Q3 | $6.89M | Buy |
57,334
+3,189
| +6% | +$383K | 0.72% | 36 |
|
|
2023
Q2 | $5.16M | Buy |
54,145
+14,310
| +36% | +$1.36M | 0.54% | 54 |
|
|
2023
Q1 | $4.04M | Buy |
39,835
+9,386
| +31% | +$952K | 0.44% | 69 |
|
|
2022
Q4 | $3.17M | Buy |
+30,449
| New | +$3.17M | 0.37% | 89 |
|