Kingswood Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
1,756
+14
| +0.8% | +$1.67K | 0.02% | 689 |
|
|
2025
Q1 | $216K | Sell |
1,742
-605
| -26% | -$74.9K | 0.02% | 664 |
|
|
2024
Q4 | $268K | Sell |
2,347
-4,936
| -68% | -$563K | 0.02% | 648 |
|
|
2024
Q3 | $957K | Buy |
7,283
+2,013
| +38% | +$265K | 0.07% | 305 |
|
|
2024
Q2 | $744K | Sell |
5,270
-1,786
| -25% | -$252K | 0.07% | 296 |
|
|
2024
Q1 | $1.15M | Buy |
7,056
+217
| +3% | +$35.4K | 0.13% | 177 |
|
|
2023
Q4 | $910K | Buy |
6,839
+1,602
| +31% | +$213K | 0.1% | 210 |
|
|
2023
Q3 | $629K | Buy |
+5,237
| New | +$629K | 0.11% | 203 |
|