High Net Worth Advisory Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-899
| Closed | -$93.5K | – | 479 |
|
|
2022
Q4 | $93.5K | Buy |
899
+2
| +0.2% | +$208 | 0.04% | 248 |
|
|
2022
Q3 | $72K | Buy |
897
+1
| +0.1% | +$80 | 0.03% | 273 |
|
|
2022
Q2 | $73K | Sell |
896
-38
| -4% | -$3.1K | 0.03% | 275 |
|
|
2022
Q1 | $81K | Buy |
934
+1
| +0.1% | +$87 | 0.03% | 272 |
|
|
2021
Q4 | $68K | Buy |
+933
| New | +$68K | 0.02% | 308 |
|