LWA
Lineweaver Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,384
| Closed | -$226K | – | 134 |
|
|
2024
Q1 | $226K | Buy |
+1,384
| New | +$226K | 0.05% | 120 |
|
|
2023
Q4 | – | Sell |
-5,069
| Closed | -$610K | – | 139 |
|
|
2023
Q3 | $610K | Sell |
5,069
-2,376
| -32% | -$286K | 0.18% | 85 |
|
|
2023
Q2 | $710K | Sell |
7,445
-31
| -0.4% | -$2.96K | 0.2% | 75 |
|
|
2023
Q1 | $759K | Buy |
+7,476
| New | +$759K | 0.23% | 76 |
|