Laidlaw Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,378
| Closed | -$225K | – | 181 |
|
|
2024
Q1 | $225K | Sell |
1,378
-1,604
| -54% | -$262K | 0.13% | 155 |
|
|
2023
Q4 | $397K | Sell |
2,982
-140
| -4% | -$18.6K | 0.14% | 150 |
|
|
2023
Q3 | $375K | Sell |
3,122
-331
| -10% | -$39.8K | 0.12% | 179 |
|
|
2023
Q2 | $329K | Buy |
3,453
+836
| +32% | +$79.7K | 0.06% | 252 |
|
|
2023
Q1 | $265K | Sell |
2,617
-1,050
| -29% | -$106K | 0.05% | 280 |
|
|
2022
Q4 | $382K | Buy |
3,667
+238
| +7% | +$24.8K | 0.08% | 226 |
|
|
2022
Q3 | $277K | Buy |
3,429
+435
| +15% | +$35.1K | 0.06% | 251 |
|
|
2022
Q2 | $245K | Buy |
2,994
+185
| +7% | +$15.1K | 0.05% | 307 |
|
|
2022
Q1 | $243K | Buy |
+2,809
| New | +$243K | 0.04% | 332 |
|