JWM
Jeppson Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
10,269
-25
| -0.2% | -$2.98K | 0.42% | 62 |
|
|
2025
Q1 | $1.27M | Buy |
10,294
+15
| +0.1% | +$1.85K | 0.47% | 55 |
|
|
2024
Q4 | $1.17M | Sell |
10,279
-50
| -0.5% | -$5.7K | 0.42% | 63 |
|
|
2024
Q3 | $1.36M | Sell |
10,329
-38
| -0.4% | -$5K | 0.49% | 55 |
|
|
2024
Q2 | $1.46M | Sell |
10,367
-50
| -0.5% | -$7.06K | 0.56% | 48 |
|
|
2024
Q1 | $1.7M | Sell |
10,417
-180
| -2% | -$29.4K | 0.66% | 36 |
|
|
2023
Q4 | $1.41M | Sell |
10,597
-50
| -0.5% | -$6.66K | 0.58% | 47 |
|
|
2023
Q3 | $1.28M | Hold |
10,647
| – | – | 0.59% | 42 |
|
|
2023
Q2 | $1.02M | Sell |
10,647
-200
| -2% | -$19.1K | 0.44% | 62 |
|
|
2023
Q1 | $1.1M | Sell |
10,847
-100
| -0.9% | -$10.1K | 0.48% | 52 |
|
|
2022
Q4 | $1.14M | Sell |
10,947
-325
| -3% | -$33.8K | 0.48% | 47 |
|
|
2022
Q3 | $910K | Buy |
11,272
+300
| +3% | +$24.2K | 0.41% | 55 |
|
|
2022
Q2 | $900K | Hold |
10,972
| – | – | 0.39% | 63 |
|
|
2022
Q1 | $947K | Sell |
10,972
-110
| -1% | -$9.49K | 0.44% | 58 |
|
|
2021
Q4 | $803K | Sell |
11,082
-728
| -6% | -$52.8K | 0.39% | 65 |
|
|
2021
Q3 | $827K | Buy |
11,810
+675
| +6% | +$47.3K | 0.43% | 56 |
|
|
2021
Q2 | $955K | Hold |
11,135
| – | – | 0.52% | 52 |
|
|
2021
Q1 | $907K | Sell |
11,135
-450
| -4% | -$36.7K | 0.54% | 50 |
|
|
2020
Q4 | $810K | Sell |
11,585
-2,070
| -15% | -$145K | 0.54% | 49 |
|
|
2020
Q3 | $708K | Buy |
+13,655
| New | +$708K | 0.55% | 48 |
|