JWM
Jupiter Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,359
| Closed | -$838K | – | 84 |
|
|
2024
Q4 | $838K | Sell |
7,359
-795
| -10% | -$90.6K | 0.42% | 52 |
|
|
2024
Q3 | $1.07M | Buy |
8,154
+695
| +9% | +$91.4K | 0.55% | 45 |
|
|
2024
Q2 | $1.09M | Sell |
7,459
-1,191
| -14% | -$173K | 0.58% | 45 |
|
|
2024
Q1 | $1.27M | Hold |
8,650
| – | – | 0.67% | 39 |
|
|
2023
Q4 | $1.15M | Hold |
8,650
| – | – | 0.68% | 39 |
|
|
2023
Q3 | $981K | Buy |
8,650
+1,000
| +13% | +$113K | 0.64% | 41 |
|
|
2023
Q2 | $730K | Sell |
7,650
-1,000
| -12% | -$95.4K | 0.63% | 39 |
|
|
2023
Q1 | $877K | Sell |
8,650
-1,900
| -18% | -$193K | 0.81% | 34 |
|
|
2022
Q4 | $1.1M | Buy |
10,550
+1,100
| +12% | +$114K | 1.06% | 30 |
|
|
2022
Q3 | $762K | Buy |
+9,450
| New | +$762K | 0.76% | 35 |
|
|
2020
Q2 | – | Sell |
-11,290
| Closed | -$749K | – | 79 |
|
|
2020
Q1 | $749K | Sell |
11,290
-54
| -0.5% | -$3.58K | 0.44% | 39 |
|
|
2019
Q4 | $1.21M | Hold |
11,344
| – | – | 0.58% | 33 |
|
|
2019
Q3 | $1.16M | Sell |
11,344
-1
| -0% | -$102 | 0.62% | 35 |
|
|
2019
Q2 | $1.14M | Sell |
11,345
-47,783
| -81% | -$4.81M | 0.57% | 34 |
|
|
2019
Q1 | $5.64M | Buy |
+59,128
| New | +$5.64M | 2.72% | 17 |
|