KWS
Keystone Wealth Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
16,118
-300
| -2% | -$35.8K | 0.46% | 50 |
|
|
2025
Q1 | $2.03M | Sell |
16,418
-265
| -2% | -$32.7K | 0.55% | 40 |
|
|
2024
Q4 | $1.9M | Sell |
16,683
-600
| -3% | -$68.4K | 0.5% | 42 |
|
|
2024
Q3 | $2.27M | Sell |
17,283
-374
| -2% | -$49.2K | 0.63% | 34 |
|
|
2024
Q2 | $2.49M | Buy |
17,657
+13
| +0.1% | +$1.84K | 0.78% | 29 |
|
|
2024
Q1 | $2.88M | Buy |
17,644
+2
| +0% | +$327 | 0.94% | 25 |
|
|
2023
Q4 | $2.35M | Sell |
17,642
-897
| -5% | -$119K | 0.81% | 28 |
|
|
2023
Q3 | $2.23M | Sell |
18,539
-304
| -2% | -$36.5K | 0.85% | 29 |
|
|
2023
Q2 | $1.8M | Buy |
18,843
+7
| +0% | +$668 | 0.67% | 34 |
|
|
2023
Q1 | $1.91M | Buy |
18,836
+6
| +0% | +$608 | 0.78% | 31 |
|
|
2022
Q4 | $1.96M | Sell |
18,830
-295
| -2% | -$30.7K | 0.85% | 26 |
|
|
2022
Q3 | $1.54M | Buy |
19,125
+7
| +0% | +$565 | 0.73% | 30 |
|
|
2022
Q2 | $1.57M | Buy |
19,118
+5
| +0% | +$410 | 0.7% | 30 |
|
|
2022
Q1 | $1.65M | Buy |
+19,113
| New | +$1.65M | 0.65% | 35 |
|