IWM
IHT Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
11,956
-1,869
| -14% | -$223K | 0.04% | 395 |
|
|
2025
Q1 | $1.71M | Sell |
13,825
-110
| -0.8% | -$13.6K | 0.05% | 320 |
|
|
2024
Q4 | $1.59M | Sell |
13,935
-1,842
| -12% | -$210K | 0.05% | 323 |
|
|
2024
Q3 | $2.08M | Buy |
15,777
+3,866
| +32% | +$509K | 0.06% | 310 |
|
|
2024
Q2 | $1.68M | Sell |
11,911
-819,999
| -99% | -$116M | 0.06% | 292 |
|
|
2024
Q1 | $1.9M | Buy |
831,910
+819,182
| +6,436% | +$1.87M | 0.08% | 259 |
|
|
2023
Q4 | $1.69M | Sell |
12,728
-2,826
| -18% | -$376K | 0.08% | 253 |
|
|
2023
Q3 | $1.87M | Buy |
15,554
+1,439
| +10% | +$173K | 0.09% | 205 |
|
|
2023
Q2 | $1.35M | Buy |
14,115
+6,115
| +76% | +$583K | 0.07% | 266 |
|
|
2023
Q1 | $811K | Buy |
8,000
+1,826
| +30% | +$185K | 0.05% | 352 |
|
|
2022
Q4 | $643K | Buy |
6,174
+18
| +0.3% | +$1.87K | 0.04% | 408 |
|
|
2022
Q3 | $497K | Buy |
6,156
+1,812
| +42% | +$146K | 0.04% | 457 |
|
|
2022
Q2 | $356K | Buy |
4,344
+639
| +17% | +$52.4K | 0.03% | 478 |
|
|
2022
Q1 | $320K | Buy |
+3,705
| New | +$320K | 0.02% | 550 |
|
|
2021
Q3 | – | Sell |
-17,375
| Closed | -$1.49M | – | 934 |
|
|
2021
Q2 | $1.49M | Buy |
17,375
+13,846
| +392% | +$1.19M | 0.09% | 226 |
|
|
2021
Q1 | $288K | Buy |
3,529
+234
| +7% | +$19.1K | 0.02% | 647 |
|
|
2020
Q4 | $230K | Buy |
+3,295
| New | +$230K | 0.02% | 643 |
|
|
2020
Q3 | – | Sell |
-2,911
| Closed | -$209K | – | 686 |
|
|
2020
Q2 | $209K | Buy |
+2,911
| New | +$209K | 0.03% | 513 |
|
|
2020
Q1 | – | Sell |
-2,630
| Closed | -$293K | – | 636 |
|
|
2019
Q4 | $293K | Sell |
2,630
-256
| -9% | -$28.5K | 0.03% | 450 |
|
|
2019
Q3 | $297K | Buy |
+2,886
| New | +$297K | 0.04% | 434 |
|
|
2019
Q1 | – | Sell |
-3,030
| Closed | -$261K | – | 538 |
|
|
2018
Q4 | $261K | Sell |
3,030
-115
| -4% | -$9.91K | 0.05% | 366 |
|
|
2018
Q3 | $354K | Buy |
3,145
+268
| +9% | +$30.2K | 0.08% | 288 |
|
|
2018
Q2 | $323K | Buy |
2,877
+931
| +48% | +$105K | 0.08% | 286 |
|
|
2018
Q1 | $185K | Buy |
1,946
+104
| +6% | +$9.89K | 0.05% | 358 |
|
|
2017
Q4 | $188K | Buy |
1,842
+495
| +37% | +$50.5K | 0.05% | 362 |
|
|
2017
Q3 | $126K | Sell |
1,347
-622
| -32% | -$58.2K | 0.05% | 314 |
|
|
2017
Q2 | $100 | Sell |
1,969
-154
| -7% | -$8 | 0.05% | 339 |
|
|
2017
Q1 | $165K | Buy |
2,123
+717
| +51% | +$55.7K | 0.11% | 209 |
|
|
2016
Q4 | $122K | Buy |
+1,406
| New | +$122K | 0.09% | 243 |
|