LFGO
Legacy Financial Group (Oklahoma)’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,920
| Closed | -$234K | – | 88 |
|
|
2024
Q3 | $234K | Sell |
1,920
-49
| -2% | -$5.97K | 0.08% | 70 |
|
|
2024
Q2 | $278K | Sell |
1,969
-5
| -0.3% | -$706 | 0.11% | 59 |
|
|
2024
Q1 | $322K | Buy |
1,974
+12
| +0.6% | +$1.96K | 0.13% | 54 |
|
|
2023
Q4 | $261K | Sell |
1,962
-181
| -8% | -$24.1K | 0.11% | 59 |
|
|
2023
Q3 | $257K | Buy |
+2,143
| New | +$257K | 0.13% | 56 |
|