DPW
DiNuzzo Private Wealth’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3K | Sell |
36
-2
| -5% | -$239 | ﹤0.01% | 404 |
|
|
2025
Q1 | $4.69K | Buy |
38
+1
| +3% | +$124 | ﹤0.01% | 373 |
|
|
2024
Q4 | $4.22K | Sell |
37
-79
| -68% | -$9K | ﹤0.01% | 389 |
|
|
2024
Q3 | $15.2K | Sell |
116
-2
| -2% | -$263 | ﹤0.01% | 205 |
|
|
2024
Q2 | $16.7K | Buy |
118
+83
| +237% | +$11.7K | ﹤0.01% | 151 |
|
|
2024
Q1 | $5.72K | Buy |
35
+1
| +3% | +$163 | ﹤0.01% | 237 |
|
|
2023
Q4 | $4.53K | Buy |
+34
| New | +$4.53K | ﹤0.01% | 250 |
|