Iron Horse Wealth Management’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 | $9.78K | Hold |
82
| – | – | ﹤0.01% | 287 |
|
|
2025
Q1 | $10.1K | Buy |
82
+62
| +310% | +$7.66K | ﹤0.01% | 272 |
|
|
2024
Q4 | $2.28K | Hold |
20
| – | – | ﹤0.01% | 380 |
|
|
2024
Q3 | $2.63K | Hold |
20
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $2.83K | Hold |
20
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $3.27K | Hold |
20
| – | – | ﹤0.01% | 295 |
|
|
2023
Q4 | $2.66K | Hold |
20
| – | – | ﹤0.01% | 330 |
|
|
2023
Q3 | $2.4K | Hold |
20
| – | – | ﹤0.01% | 341 |
|
|
2023
Q2 | $1.91K | Hold |
20
| – | – | ﹤0.01% | 237 |
|
|
2023
Q1 | $2.03K | Buy |
20
+19
| +1,900% | +$1.93K | ﹤0.01% | 255 |
|
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 269 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 244 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 259 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 241 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 233 |
|