FRA
Frank Rimerman Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
3,875
-626
| -14% | -$74.7K | 0.03% | 364 |
|
|
2025
Q1 | $556K | Buy |
4,501
+699
| +18% | +$86.3K | 0.04% | 291 |
|
|
2024
Q4 | $433K | Sell |
3,802
-6,064
| -61% | -$691K | 0.03% | 334 |
|
|
2024
Q3 | $1.3M | Sell |
9,866
-281
| -3% | -$36.9K | 0.09% | 176 |
|
|
2024
Q2 | $1.43M | Buy |
10,147
+10,136
| +92,145% | +$1.43M | 0.1% | 159 |
|
|
2024
Q1 | $1.8K | Hold |
11
| – | – | ﹤0.01% | 288 |
|
|
2023
Q4 | $1.47K | Buy |
+11
| New | +$1.47K | ﹤0.01% | 282 |
|