DB Wealth Management Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $57.9K | Hold |
435
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $52.3K | Hold |
435
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $41.5K | Hold |
435
| – | – | 0.03% | 168 |
|
|
2023
Q1 | $44.1K | Hold |
435
| – | – | 0.03% | 157 |
|
|
2022
Q4 | $45.3K | Hold |
435
| – | – | 0.03% | 154 |
|
|
2022
Q3 | $35K | Hold |
435
| – | – | 0.03% | 176 |
|
|
2022
Q2 | $36K | Hold |
435
| – | – | 0.02% | 181 |
|
|
2022
Q1 | $38K | Hold |
435
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $32K | Hold |
435
| – | – | 0.02% | 198 |
|
|
2021
Q3 | $30K | Hold |
435
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $37K | Hold |
435
| – | – | 0.02% | 182 |
|
|
2021
Q1 | $35K | Hold |
435
| – | – | 0.02% | 190 |
|
|
2020
Q4 | $30K | Buy |
+435
| New | +$30K | 0.02% | 192 |
|