FSA
Fort Sheridan Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
2,457
-499
| -17% | -$59.5K | 0.04% | 203 |
|
|
2025
Q1 | $365K | Sell |
2,956
-27
| -0.9% | -$3.33K | 0.06% | 189 |
|
|
2024
Q4 | $340K | Buy |
2,983
+107
| +4% | +$12.2K | 0.05% | 190 |
|
|
2024
Q3 | $378K | Buy |
2,876
+4
| +0.1% | +$526 | 0.06% | 182 |
|
|
2024
Q2 | $405K | Buy |
2,872
+1,230
| +75% | +$174K | 0.07% | 173 |
|
|
2024
Q1 | $268K | Buy |
1,642
+35
| +2% | +$5.72K | 0.05% | 167 |
|
|
2023
Q4 | $214K | Buy |
+1,607
| New | +$214K | 0.04% | 184 |
|