CPWM
Cypress Point Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,379
| Closed | -$1.65M | – | 72 |
|
|
2023
Q4 | $1.65M | Buy |
+12,379
| New | +$1.65M | 1.22% | 24 |
|
|
2021
Q4 | – | Sell |
-722
| Closed | -$51K | – | 121 |
|
|
2021
Q3 | $51K | Sell |
722
-495
| -41% | -$35K | 0.04% | 59 |
|
|
2021
Q2 | $104K | Buy |
1,217
+500
| +70% | +$42.7K | 0.07% | 40 |
|
|
2021
Q1 | $58K | Hold |
717
| – | – | 0.06% | 39 |
|
|
2020
Q4 | $50K | Buy |
+717
| New | +$50K | 0.08% | 106 |
|