DWP
Daymark Wealth Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
84,583
+1,640
| +2% | +$196K | 0.38% | 53 |
|
|
2025
Q1 | $10.2M | Buy |
82,943
+113
| +0.1% | +$14K | 0.44% | 48 |
|
|
2024
Q4 | $9.44M | Buy |
82,830
+7,535
| +10% | +$858K | 0.4% | 54 |
|
|
2024
Q3 | $9.9M | Buy |
75,295
+877
| +1% | +$115K | 0.42% | 53 |
|
|
2024
Q2 | $10.5M | Buy |
74,418
+816
| +1% | +$115K | 0.48% | 43 |
|
|
2024
Q1 | $12M | Buy |
73,602
+803
| +1% | +$131K | 0.65% | 40 |
|
|
2023
Q4 | $9.69M | Buy |
72,799
+3,299
| +5% | +$439K | 0.6% | 40 |
|
|
2023
Q3 | $8.35M | Buy |
69,500
+6,512
| +10% | +$782K | 0.58% | 45 |
|
|
2023
Q2 | $6.01M | Buy |
62,988
+35,621
| +130% | +$3.4M | 0.45% | 53 |
|
|
2023
Q1 | $2.77M | Buy |
27,367
+8,250
| +43% | +$836K | 0.37% | 68 |
|
|
2022
Q4 | $1.99M | Buy |
+19,117
| New | +$1.99M | 0.35% | 63 |
|