Fifth Third Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
6,843
-465
| -6% | -$55.5K | 0.03% | 274 |
|
|
2025
Q1 | $902K | Buy |
7,308
+1,818
| +33% | +$224K | 0.05% | 236 |
|
|
2024
Q4 | $625K | Buy |
5,490
+241
| +5% | +$27.5K | 0.03% | 287 |
|
|
2024
Q3 | $690K | Sell |
5,249
-1,148
| -18% | -$151K | 0.04% | 248 |
|
|
2024
Q2 | $903K | Buy |
6,397
+4,445
| +228% | +$627K | 0.07% | 174 |
|
|
2024
Q1 | $319K | Buy |
+1,952
| New | +$319K | 0.05% | 187 |
|