Leo Wealth LLC’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,675
| Closed | -$220K | – | 373 |
|
|
2024
Q3 | $220K | Sell |
1,675
-80
| -5% | -$10.5K | 0.02% | 319 |
|
|
2024
Q2 | $247K | Buy |
1,755
+123
| +8% | +$17.3K | 0.03% | 299 |
|
|
2024
Q1 | $267K | Buy |
1,632
+3
| +0.2% | +$490 | 0.03% | 283 |
|
|
2023
Q4 | $233K | Buy |
+1,629
| New | +$233K | 0.02% | 294 |
|