HWA
HHM Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
2,006
| – | – | 0.03% | 178 |
|
|
2025
Q1 | $248K | Sell |
2,006
-9
| -0.4% | -$1.11K | 0.03% | 162 |
|
|
2024
Q4 | $230K | Buy |
2,015
+9
| +0.4% | +$1.03K | 0.03% | 175 |
|
|
2024
Q3 | $264K | Buy |
2,006
+50
| +3% | +$6.57K | 0.04% | 144 |
|
|
2024
Q2 | $276K | Buy |
1,956
+497
| +34% | +$70.2K | 0.04% | 141 |
|
|
2024
Q1 | $238K | Hold |
1,459
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $194K | Hold |
1,459
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $175K | Hold |
1,459
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $139K | Sell |
1,459
-20
| -1% | -$1.91K | 0.03% | 169 |
|
|
2023
Q1 | $150K | Hold |
1,479
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $154K | Sell |
1,479
-301
| -17% | -$31.3K | 0.04% | 138 |
|
|
2022
Q3 | $144K | Buy |
1,780
+291
| +20% | +$23.5K | 0.04% | 133 |
|
|
2022
Q2 | $122K | Hold |
1,489
| – | – | 0.03% | 177 |
|
|
2022
Q1 | $129K | Sell |
1,489
-116
| -7% | -$10.1K | 0.03% | 191 |
|
|
2021
Q4 | $116K | Hold |
1,605
| – | – | 0.03% | 201 |
|
|
2021
Q3 | $112K | Hold |
1,605
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $138K | Buy |
1,605
+116
| +8% | +$9.97K | 0.04% | 174 |
|
|
2021
Q1 | $121K | Hold |
1,489
| – | – | 0.04% | 164 |
|
|
2020
Q4 | $104K | Hold |
1,489
| – | – | 0.04% | 164 |
|
|
2020
Q3 | $77K | Hold |
1,489
| – | – | 0.03% | 177 |
|
|
2020
Q2 | $107K | Hold |
1,489
| – | – | 0.04% | 131 |
|
|
2020
Q1 | $80K | Buy |
+1,489
| New | +$80K | 0.04% | 149 |
|