KCFA
Key Client Fiduciary Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
1,682
+22
| +1% | +$2.63K | 0.08% | 194 |
|
|
2025
Q1 | $205K | Buy |
+1,660
| New | +$205K | 0.09% | 177 |
|
|
2024
Q4 | – | Sell |
-1,672
| Closed | -$220K | – | 195 |
|
|
2024
Q3 | $220K | Buy |
1,672
+21
| +1% | +$2.76K | 0.1% | 180 |
|
|
2024
Q2 | $233K | Sell |
1,651
-144
| -8% | -$20.3K | 0.12% | 159 |
|
|
2024
Q1 | $293K | Buy |
+1,795
| New | +$293K | 0.16% | 139 |
|