KWM
Kolinsky Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $452K | Buy |
3,968
+18
| +0.5% | +$2.05K | 0.28% | 77 |
|
|
2024
Q3 | $519K | Sell |
3,950
-38
| -1% | -$5K | 0.34% | 64 |
|
|
2024
Q2 | $563K | Sell |
3,988
-218
| -5% | -$30.8K | 0.4% | 54 |
|
|
2024
Q1 | $687K | Buy |
4,206
+104
| +3% | +$17K | 0.53% | 37 |
|
|
2023
Q4 | $546K | Buy |
4,102
+27
| +0.7% | +$3.6K | 0.48% | 44 |
|
|
2023
Q3 | $490K | Buy |
4,075
+43
| +1% | +$5.17K | 0.49% | 43 |
|
|
2023
Q2 | $381K | Buy |
4,032
+226
| +6% | +$21.4K | 0.36% | 69 |
|
|
2023
Q1 | $386K | Buy |
3,806
+39
| +1% | +$3.96K | 0.41% | 57 |
|
|
2022
Q4 | $392K | Buy |
3,767
+190
| +5% | +$19.8K | 0.45% | 51 |
|
|
2022
Q3 | $289K | Sell |
3,577
-77
| -2% | -$6.22K | 0.36% | 69 |
|
|
2022
Q2 | $300K | Buy |
3,654
+343
| +10% | +$28.2K | 0.35% | 69 |
|
|
2022
Q1 | $286K | Buy |
3,311
+283
| +9% | +$24.4K | 0.28% | 88 |
|
|
2021
Q4 | $219K | Buy |
+3,028
| New | +$219K | 0.2% | 134 |
|