Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,263
| Closed | -$166K | – | 396 |
|
|
2024
Q3 | $166K | Buy |
1,263
+1
| +0.1% | +$131 | 0.03% | 202 |
|
|
2024
Q2 | $178K | Buy |
1,262
+1
| +0.1% | +$141 | 0.03% | 182 |
|
|
2024
Q1 | $206K | Buy |
1,261
+15
| +1% | +$2.45K | 0.03% | 174 |
|
|
2023
Q4 | $166K | Buy |
1,246
+1
| +0.1% | +$133 | 0.03% | 178 |
|
|
2023
Q3 | $150K | Buy |
+1,245
| New | +$150K | 0.03% | 174 |
|