LWA
Lantern Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
+2,247
| New | +$268K | 0.16% | 125 |
|
|
2024
Q4 | $253K | Buy |
2,224
+99
| +5% | +$11.3K | 0.16% | 112 |
|
|
2024
Q3 | $279K | Buy |
2,125
+18
| +0.9% | +$2.37K | 0.19% | 99 |
|
|
2024
Q2 | $297K | Sell |
2,107
-22
| -1% | -$3.11K | 0.22% | 90 |
|
|
2024
Q1 | $348K | Buy |
2,129
+25
| +1% | +$4.08K | 0.24% | 90 |
|
|
2023
Q4 | $280K | Buy |
+2,104
| New | +$280K | 0.22% | 90 |
|