FSC Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-199
| Closed | -$24.6K | – | 207 |
|
|
2025
Q1 | $24.6K | Hold |
199
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $22.7K | Hold |
199
| – | – | 0.01% | 155 |
|
|
2024
Q3 | $26.2K | Hold |
199
| – | – | 0.02% | 143 |
|
|
2024
Q2 | $28.1K | Hold |
199
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $32.5K | Sell |
199
-323
| -62% | -$52.8K | 0.02% | 130 |
|
|
2023
Q4 | $69.5K | Buy |
522
+323
| +162% | +$43K | 0.05% | 84 |
|
|
2023
Q3 | $23.9K | Hold |
199
| – | – | 0.02% | 116 |
|
|
2023
Q2 | $19K | Hold |
199
| – | – | 0.02% | 112 |
|
|
2023
Q1 | $20.2K | Buy |
+199
| New | +$20.2K | 0.03% | 92 |
|