LFA
Level Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-101
| Closed | -$13.4K | – | 210 |
|
|
2023
Q4 | $13.4K | Hold |
101
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $12.1K | Hold |
101
| – | – | 0.01% | 180 |
|
|
2023
Q2 | $9.63K | Hold |
101
| – | – | 0.01% | 192 |
|
|
2023
Q1 | $10.2K | Sell |
101
-15
| -13% | -$1.52K | 0.01% | 165 |
|
|
2022
Q4 | $12K | Buy |
116
+15
| +15% | +$1.55K | 0.01% | 156 |
|
|
2022
Q3 | $8K | Hold |
101
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $8K | Hold |
101
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $9K | Hold |
101
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $7K | Buy |
+101
| New | +$7K | 0.01% | 193 |
|