DWS
Dynamic Wealth Strategies’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4K | Hold |
330
| – | – | 0.03% | 134 |
|
|
2025
Q1 | $40.7K | Buy |
+330
| New | +$40.7K | 0.03% | 132 |
|
|
2024
Q4 | – | Sell |
-341
| Closed | -$45K | – | 191 |
|
|
2024
Q3 | $45K | Sell |
341
-122
| -26% | -$16.1K | 0.04% | 131 |
|
|
2024
Q2 | $65K | Hold |
463
| – | – | 0.06% | 113 |
|
|
2024
Q1 | $76K | Sell |
463
-1,785
| -79% | -$293K | 0.06% | 110 |
|
|
2023
Q4 | $299K | Buy |
+2,248
| New | +$299K | 0.28% | 42 |
|