KWM
Kingsview Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Sell |
42,584
-3,286
| -7% | -$392K | 0.09% | 244 |
|
|
2025
Q1 | $5.66M | Buy |
45,870
+5,075
| +12% | +$627K | 0.11% | 197 |
|
|
2024
Q4 | $4.65M | Buy |
40,795
+281
| +0.7% | +$32K | 0.09% | 214 |
|
|
2024
Q3 | $5.33M | Buy |
40,514
+215
| +0.5% | +$28.3K | 0.11% | 194 |
|
|
2024
Q2 | $5.69M | Sell |
40,299
-17,739
| -31% | -$2.5M | 0.13% | 167 |
|
|
2024
Q1 | $9.48M | Buy |
58,038
+20,443
| +54% | +$3.34M | 0.24% | 84 |
|
|
2023
Q4 | $5.01M | Sell |
37,595
-177
| -0.5% | -$23.6K | 0.15% | 155 |
|
|
2023
Q3 | $4.54M | Buy |
37,772
+4,674
| +14% | +$562K | 0.16% | 145 |
|
|
2023
Q2 | $3.16M | Sell |
33,098
-1,450
| -4% | -$138K | 0.12% | 181 |
|
|
2023
Q1 | $3.5M | Sell |
34,548
-76
| -0.2% | -$7.71K | 0.15% | 156 |
|
|
2022
Q4 | $3.6M | Sell |
34,624
-754
| -2% | -$78.5K | 0.16% | 151 |
|
|
2022
Q3 | $2.86M | Sell |
35,378
-2,197
| -6% | -$177K | 0.14% | 170 |
|
|
2022
Q2 | $3.08M | Buy |
37,575
+248
| +0.7% | +$20.3K | 0.15% | 153 |
|
|
2022
Q1 | $3.22M | Buy |
37,327
+6,933
| +23% | +$599K | 0.14% | 160 |
|
|
2021
Q4 | $2.2M | Sell |
30,394
-1,656
| -5% | -$120K | 0.09% | 227 |
|
|
2021
Q3 | $2.24M | Buy |
32,050
+369
| +1% | +$25.8K | 0.11% | 203 |
|
|
2021
Q2 | $2.76M | Buy |
31,681
+505
| +2% | +$44K | 0.14% | 168 |
|
|
2021
Q1 | $2.59M | Buy |
31,176
+677
| +2% | +$56.3K | 0.15% | 150 |
|
|
2020
Q4 | $2.13M | Sell |
30,499
-9,507
| -24% | -$665K | 0.15% | 149 |
|
|
2020
Q3 | $2.07M | Buy |
40,006
+9,325
| +30% | +$483K | 0.19% | 133 |
|
|
2020
Q2 | $2.21M | Sell |
30,681
-637
| -2% | -$45.8K | 0.22% | 110 |
|
|
2020
Q1 | $1.68M | Buy |
31,318
+2,110
| +7% | +$113K | 0.23% | 117 |
|
|
2019
Q4 | $3.25M | Buy |
29,208
+1,275
| +5% | +$142K | 0.41% | 72 |
|
|
2019
Q3 | $2.86M | Buy |
27,933
+2,120
| +8% | +$217K | 0.45% | 64 |
|
|
2019
Q2 | $2.42M | Buy |
25,813
+1,133
| +5% | +$106K | 0.41% | 67 |
|
|
2019
Q1 | $2.35M | Buy |
24,680
+1,048
| +4% | +$99.7K | 0.36% | 74 |
|
|
2018
Q4 | $2.04M | Buy |
23,632
+142
| +0.6% | +$12.2K | 0.44% | 68 |
|
|
2018
Q3 | $2.65M | Buy |
23,490
+197
| +0.8% | +$22.2K | 0.54% | 55 |
|
|
2018
Q2 | $2.62M | Buy |
23,293
+40
| +0.2% | +$4.49K | 0.62% | 47 |
|
|
2018
Q1 | $2.23M | Buy |
23,253
+20,097
| +637% | +$1.93M | 0.55% | 54 |
|
|
2017
Q4 | $319K | Buy |
+3,156
| New | +$319K | 0.11% | 238 |
|