LA
LM Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,737
-12
| -0.7% | -$1.43K | 0.03% | 183 |
|
|
2025
Q1 | $216K | Sell |
1,749
-251
| -13% | -$31K | 0.04% | 206 |
|
|
2024
Q4 | $228K | Hold |
2,000
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $263K | Hold |
2,000
| – | – | 0.05% | 152 |
|
|
2024
Q2 | $282K | Sell |
2,000
-7
| -0.3% | -$987 | ﹤0.01% | 160 |
|
|
2024
Q1 | $328K | Hold |
2,007
| – | – | 0.05% | 171 |
|
|
2023
Q4 | $267K | Buy |
+2,007
| New | +$267K | 0.05% | 166 |
|