MAG
M3 Advisory Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
2,404
+20
| +0.8% | +$2.39K | 0.2% | 95 |
|
|
2025
Q1 | $294K | Buy |
2,384
+61
| +3% | +$7.53K | 0.23% | 93 |
|
|
2024
Q4 | $265K | Sell |
2,323
-67
| -3% | -$7.63K | 0.19% | 109 |
|
|
2024
Q3 | $314K | Buy |
2,390
+176
| +8% | +$23.1K | 0.23% | 100 |
|
|
2024
Q2 | $313K | Buy |
2,214
+152
| +7% | +$21.5K | 0.26% | 94 |
|
|
2024
Q1 | $337K | Buy |
2,062
+92
| +5% | +$15K | 0.31% | 79 |
|
|
2023
Q4 | $262K | Buy |
+1,970
| New | +$262K | 0.31% | 76 |
|