Gen-Wealth Partners’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 | $29.5K | Hold |
247
| – | – | 0.01% | 382 |
|
|
2025
Q1 | $30.5K | Hold |
247
| – | – | 0.01% | 380 |
|
|
2024
Q4 | $28.1K | Hold |
247
| – | – | 0.01% | 408 |
|
|
2024
Q3 | $30.2K | Sell |
247
-935
| -79% | -$114K | 0.01% | 421 |
|
|
2024
Q2 | $167K | Hold |
1,182
| – | – | 0.08% | 227 |
|
|
2024
Q1 | $193K | Buy |
+1,182
| New | +$193K | 0.1% | 205 |
|