LFA
Legend Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.8K | Buy |
+350
| New | +$41.8K | 0.03% | 61 |
|
|
2025
Q1 | – | Sell |
-350
| Closed | -$39.9K | – | 195 |
|
|
2024
Q4 | $39.9K | Hold |
350
| – | – | 0.03% | 56 |
|
|
2024
Q3 | $46K | Sell |
350
-49
| -12% | -$6.44K | 0.03% | 49 |
|
|
2024
Q2 | $56.3K | Sell |
399
-52
| -12% | -$7.34K | 0.04% | 57 |
|
|
2024
Q1 | $73.7K | Sell |
451
-150
| -25% | -$24.5K | 0.05% | 49 |
|
|
2023
Q4 | $80K | Hold |
601
| – | – | 0.06% | 47 |
|
|
2023
Q3 | $72.2K | Hold |
601
| – | – | 0.06% | 57 |
|
|
2023
Q2 | $57.3K | Hold |
601
| – | – | 0.05% | 60 |
|
|
2023
Q1 | $60.9K | Hold |
601
| – | – | 0.05% | 61 |
|
|
2022
Q4 | $62.6K | Hold |
601
| – | – | 0.05% | 65 |
|
|
2022
Q3 | $48.5K | Buy |
+601
| New | +$48.5K | 0.05% | 64 |
|