FWM
FSA Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01K | Hold |
25
| – | – | ﹤0.01% | 431 |
|
|
2025
Q1 | $3.12K | Hold |
25
| – | – | ﹤0.01% | 405 |
|
|
2024
Q4 | $2.88K | Sell |
25
-66
| -73% | -$7.6K | ﹤0.01% | 444 |
|
|
2024
Q3 | $12K | Buy |
+91
| New | +$12K | ﹤0.01% | 288 |
|
|
2024
Q1 | $4.13K | Hold |
25
| – | – | ﹤0.01% | 476 |
|
|
2023
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 503 |
|
|
2021
Q1 | – | Sell |
-297
| Closed | -$21K | – | 198 |
|
|
2020
Q4 | $21K | Buy |
+297
| New | +$21K | 0.01% | 203 |
|
|
2020
Q3 | – | Sell |
-408
| Closed | -$29K | – | 280 |
|
|
2020
Q2 | $29K | Sell |
408
-36
| -8% | -$2.56K | 0.02% | 164 |
|
|
2020
Q1 | $24K | Hold |
444
| – | – | 0.02% | 163 |
|
|
2019
Q4 | $49K | Buy |
+444
| New | +$49K | 0.03% | 132 |
|