Dogwood Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29K | Buy |
33
+6
| +22% | +$780 | ﹤0.01% | 484 |
|
|
2025
Q1 | $3.33K | Sell |
27
-4,532
| -99% | -$560K | ﹤0.01% | 282 |
|
|
2024
Q4 | $519K | Buy |
4,559
+693
| +18% | +$78.9K | 0.27% | 79 |
|
|
2024
Q3 | $508K | Buy |
+3,866
| New | +$508K | 0.29% | 64 |
|
|
2024
Q2 | – | Hold |
0
| – | -$9 | – | 316 |
|
|
2024
Q1 | – | Hold |
0
| – | -$12 | – | 294 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 272 |
|