LA
LexAurum Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
6,338
+3,000
| +90% | +$358K | 0.12% | 145 |
|
|
2025
Q1 | $412K | Sell |
3,338
-1
| -0% | -$123 | 0.08% | 220 |
|
|
2024
Q4 | $380K | Buy |
+3,339
| New | +$380K | 0.08% | 223 |
|
|
2024
Q1 | – | Sell |
-26,585
| Closed | -$3.54M | – | 314 |
|
|
2023
Q4 | $3.54M | Sell |
26,585
-100
| -0.4% | -$13.3K | 0.93% | 26 |
|
|
2023
Q3 | $3.21M | Buy |
26,685
+375
| +1% | +$45.1K | 0.94% | 26 |
|
|
2023
Q2 | $2.51M | Sell |
26,310
-766
| -3% | -$73.1K | 0.76% | 28 |
|
|
2023
Q1 | $2.74M | Hold |
27,076
| – | – | 0.91% | 25 |
|
|
2022
Q4 | $2.82M | Buy |
27,076
+5,217
| +24% | +$543K | 1.01% | 22 |
|
|
2022
Q3 | $1.76M | Hold |
21,859
| – | – | 0.68% | 32 |
|
|
2022
Q2 | $1.79M | Sell |
21,859
-6,500
| -23% | -$533K | 0.67% | 32 |
|
|
2022
Q1 | $2.45M | Buy |
+28,359
| New | +$2.45M | 0.8% | 27 |
|
|
2020
Q1 | – | Sell |
-2,029
| Closed | -$226K | – | 232 |
|
|
2019
Q4 | $226K | Hold |
2,029
| – | – | 0.11% | 183 |
|
|
2019
Q3 | $208K | Buy |
+2,029
| New | +$208K | 0.12% | 173 |
|
|
2018
Q4 | – | Sell |
-2,029
| Closed | -$229K | – | 166 |
|
|
2018
Q3 | $229K | Buy |
+2,029
| New | +$229K | 0.16% | 128 |
|