HWMG
Hurlow Wealth Management Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
2,323
-3
| -0.1% | -$358 | 0.08% | 105 |
|
|
2025
Q1 | $287K | Hold |
2,326
| – | – | 0.09% | 95 |
|
|
2024
Q4 | $265K | Buy |
2,326
+75
| +3% | +$8.55K | 0.08% | 102 |
|
|
2024
Q3 | $296K | Sell |
2,251
-85
| -4% | -$11.2K | 0.09% | 92 |
|
|
2024
Q2 | $330K | Sell |
2,336
-2
| -0.1% | -$282 | 0.11% | 82 |
|
|
2024
Q1 | $382K | Hold |
2,338
| – | – | 0.13% | 76 |
|
|
2023
Q4 | $311K | Buy |
2,338
+1
| +0% | +$133 | 0.12% | 81 |
|
|
2023
Q3 | $281K | Buy |
2,337
+4
| +0.2% | +$481 | 0.12% | 84 |
|
|
2023
Q2 | $223K | Buy |
2,333
+1
| +0% | +$95 | 0.1% | 101 |
|
|
2023
Q1 | $236K | Sell |
2,332
-2
| -0.1% | -$203 | 0.11% | 94 |
|
|
2022
Q4 | $243K | Buy |
+2,334
| New | +$243K | 0.13% | 92 |
|
|
2022
Q2 | – | Sell |
-2,335
| Closed | -$202K | – | 95 |
|
|
2022
Q1 | $202K | Buy |
+2,335
| New | +$202K | 0.12% | 94 |
|
|
2021
Q3 | – | Sell |
-2,335
| Closed | -$200K | – | 98 |
|
|
2021
Q2 | $200K | Buy |
+2,335
| New | +$200K | 0.13% | 97 |
|
|
2020
Q1 | – | Sell |
-3,417
| Closed | -$357K | – | 95 |
|
|
2019
Q4 | $357K | Hold |
3,417
| – | – | 0.35% | 67 |
|
|
2019
Q3 | $364K | Hold |
3,417
| – | – | 0.39% | 63 |
|
|
2019
Q2 | $347K | Hold |
3,417
| – | – | 0.36% | 66 |
|
|
2019
Q1 | $322K | Sell |
3,417
-34
| -1% | -$3.2K | 0.35% | 70 |
|
|
2018
Q4 | $319K | Buy |
+3,451
| New | +$319K | 0.38% | 59 |
|