Heritage Wealth Management (Texas)’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,628
| Closed | -$214K | – | 37 |
|
|
2024
Q3 | $214K | Hold |
1,628
| – | – | 0.12% | 36 |
|
|
2024
Q2 | $230K | Hold |
1,628
| – | – | 0.14% | 35 |
|
|
2024
Q1 | $266K | Hold |
1,628
| – | – | 0.17% | 32 |
|
|
2023
Q4 | $217K | Sell |
1,628
-72
| -4% | -$9.59K | 0.15% | 33 |
|
|
2023
Q3 | $204K | Buy |
+1,700
| New | +$204K | 0.19% | 26 |
|