Legacy Capital Wealth Partners’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 | $410K | Buy |
3,434
+232
| +7% | +$27.7K | 0.09% | 238 |
|
|
2025
Q1 | $395K | Buy |
3,202
+156
| +5% | +$19.3K | 0.1% | 231 |
|
|
2024
Q4 | $347K | Buy |
3,046
+8
| +0.3% | +$912 | 0.09% | 243 |
|
|
2024
Q3 | $399K | Sell |
3,038
-19
| -0.6% | -$2.5K | 0.08% | 236 |
|
|
2024
Q2 | $432K | Buy |
+3,057
| New | +$432K | 0.11% | 178 |
|
|
2024
Q1 | – | Sell |
-2,258
| Closed | -$301K | – | 280 |
|
|
2023
Q4 | $301K | Buy |
2,258
+364
| +19% | +$48.5K | 0.09% | 211 |
|
|
2023
Q3 | $228K | Buy |
+1,894
| New | +$228K | 0.06% | 254 |
|