EWM
Evermay Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.7K | Hold |
500
| – | – | 0.01% | 310 |
|
|
2025
Q1 | $61.7K | Hold |
500
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $57K | Sell |
500
-350
| -41% | -$39.9K | 0.01% | 310 |
|
|
2024
Q3 | $112K | Hold |
850
| – | – | 0.02% | 258 |
|
|
2024
Q2 | $120K | Sell |
850
-50
| -6% | -$7.06K | 0.02% | 249 |
|
|
2024
Q1 | $147K | Sell |
900
-4
| -0.4% | -$653 | 0.02% | 224 |
|
|
2023
Q4 | $120K | Buy |
904
+4
| +0.4% | +$533 | 0.02% | 227 |
|
|
2023
Q3 | $108K | Hold |
900
| – | – | 0.02% | 227 |
|
|
2023
Q2 | $85.8K | Hold |
900
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $91.2K | Hold |
900
| – | – | 0.02% | 245 |
|
|
2022
Q4 | $93.7K | Hold |
900
| – | – | 0.02% | 234 |
|
|
2022
Q3 | $73K | Hold |
900
| – | – | 0.01% | 249 |
|
|
2022
Q2 | $74K | Hold |
900
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $78K | Hold |
900
| – | – | 0.01% | 267 |
|
|
2021
Q4 | $65K | Sell |
900
-50
| -5% | -$3.61K | 0.01% | 254 |
|
|
2021
Q3 | $67K | Hold |
950
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $82K | Buy |
+950
| New | +$82K | 0.02% | 233 |
|