EA
Everpar Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
5,346
+1,560
| +41% | +$186K | 0.29% | 80 |
|
|
2025
Q1 | $467K | Sell |
3,786
-219
| -5% | -$27K | 0.25% | 110 |
|
|
2024
Q4 | $456K | Buy |
4,005
+96
| +2% | +$10.9K | 0.23% | 124 |
|
|
2024
Q3 | $514K | Sell |
3,909
-678
| -15% | -$89.1K | 0.27% | 111 |
|
|
2024
Q2 | $648K | Buy |
4,587
+1,041
| +29% | +$147K | 0.32% | 81 |
|
|
2024
Q1 | $579K | Sell |
3,546
-3,334
| -48% | -$545K | 0.35% | 81 |
|
|
2023
Q4 | $916K | Buy |
+6,880
| New | +$916K | 0.43% | 71 |
|