EWM
Endowment Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,711
| Closed | -$211K | – | 163 |
|
|
2025
Q1 | $211K | Buy |
+1,711
| New | +$211K | 0.14% | 133 |
|
|
2024
Q2 | – | Sell |
-1,490
| Closed | -$243K | – | 134 |
|
|
2024
Q1 | $243K | Sell |
1,490
-66
| -4% | -$10.8K | 0.18% | 110 |
|
|
2023
Q4 | $207K | Sell |
1,556
-192
| -11% | -$25.6K | 0.17% | 122 |
|
|
2023
Q3 | $210K | Buy |
+1,748
| New | +$210K | 0.19% | 117 |
|