JWWM
Johnson & White Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Hold |
4,234
| – | – | 0.25% | 69 |
|
|
2025
Q1 | $523K | Buy |
4,234
+54
| +1% | +$6.67K | 0.29% | 63 |
|
|
2024
Q4 | $478K | Buy |
+4,180
| New | +$478K | 0.29% | 64 |
|
|
2024
Q2 | – | Sell |
-4,480
| Closed | -$732K | – | 80 |
|
|
2024
Q1 | $732K | Buy |
4,480
+126
| +3% | +$20.6K | 0.53% | 48 |
|
|
2023
Q4 | $580K | Sell |
4,354
-3
| -0.1% | -$400 | 0.48% | 47 |
|
|
2023
Q3 | $524K | Buy |
+4,357
| New | +$524K | 0.47% | 51 |
|
|
2023
Q2 | – | Sell |
-4,357
| Closed | -$442K | – | 66 |
|
|
2023
Q1 | $442K | Buy |
4,357
+25
| +0.6% | +$2.54K | 0.39% | 56 |
|
|
2022
Q4 | $363K | Buy |
4,332
+45
| +1% | +$3.77K | 0.37% | 60 |
|
|
2022
Q3 | $346K | Buy |
+4,287
| New | +$346K | 0.39% | 58 |
|