DAS
Diversify Advisory Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
7,611
+4,560
| +149% | +$547K | 0.04% | 351 |
|
|
2025
Q1 | $323K | Buy |
3,051
+170
| +6% | +$18K | 0.02% | 472 |
|
|
2024
Q4 | $328K | Buy |
2,881
+3
| +0.1% | +$342 | 0.02% | 458 |
|
|
2024
Q3 | $378K | Buy |
2,878
+750
| +35% | +$98.6K | 0.02% | 440 |
|
|
2024
Q2 | $283K | Buy |
+2,128
| New | +$283K | 0.02% | 520 |
|