IWN
Independent Wealth Network’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
1,772
-57
| -3% | -$6.8K | 0.08% | 240 |
|
|
2025
Q1 | $226K | Sell |
1,829
-108
| -6% | -$13.3K | 0.09% | 213 |
|
|
2024
Q4 | $221K | Buy |
1,937
+280
| +17% | +$31.9K | 0.09% | 208 |
|
|
2024
Q3 | $218K | Buy |
1,657
+30
| +2% | +$3.94K | 0.1% | 201 |
|
|
2024
Q2 | $230K | Buy |
1,627
+1
| +0.1% | +$141 | 0.11% | 192 |
|
|
2024
Q1 | $266K | Buy |
1,626
+97
| +6% | +$15.8K | 0.12% | 178 |
|
|
2023
Q4 | $204K | Buy |
+1,529
| New | +$204K | 0.11% | 201 |
|