EWM
EPG Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
5,452
+105
| +2% | +$12.5K | 0.2% | 124 |
|
|
2025
Q1 | $660K | Buy |
5,347
+261
| +5% | +$32.2K | 0.18% | 140 |
|
|
2024
Q4 | $579K | Buy |
5,086
+191
| +4% | +$21.8K | 0.15% | 149 |
|
|
2024
Q3 | $643K | Buy |
+4,895
| New | +$643K | 0.16% | 143 |
|
|
2024
Q2 | – | Sell |
-4,695
| Closed | -$767K | – | 141 |
|
|
2024
Q1 | $767K | Buy |
4,695
+369
| +9% | +$60.3K | 0.19% | 138 |
|
|
2023
Q4 | $628K | Buy |
+4,326
| New | +$628K | 0.17% | 143 |
|
|
2020
Q2 | – | Sell |
-440
| Closed | -$23K | – | 613 |
|
|
2020
Q1 | $23K | Buy |
440
+49
| +13% | +$2.56K | 0.02% | 384 |
|
|
2019
Q4 | $44K | Buy |
+391
| New | +$44K | 0.03% | 251 |
|