IAG 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 | $10.1K | Hold |
85
| – | – | ﹤0.01% | 340 |
|
|
2025
Q1 | $10.5K | Hold |
85
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $9.68K | Sell |
85
-100
| -54% | -$11.4K | ﹤0.01% | 344 |
|
|
2024
Q3 | $24.3K | Buy |
185
+100
| +118% | +$13.1K | ﹤0.01% | 261 |
|
|
2024
Q2 | $12K | Hold |
85
| – | – | ﹤0.01% | 311 |
|
|
2024
Q1 | $13.9K | Buy |
+85
| New | +$13.9K | ﹤0.01% | 278 |
|
|
2023
Q2 | – | Sell |
-150
| Closed | -$15.2K | – | 486 |
|
|
2023
Q1 | $15.2K | Buy |
+150
| New | +$15.2K | ﹤0.01% | 258 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$2K | – | 471 |
|
|
2022
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 403 |
|