MSWM
Mader & Shannon Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
20,313
+94
| +0.5% | +$11.2K | 1.32% | 19 |
|
|
2025
Q1 | $2.5M | Sell |
20,219
-10,010
| -33% | -$1.24M | 1.42% | 15 |
|
|
2024
Q4 | $3.44M | Buy |
+30,229
| New | +$3.44M | 2.13% | 13 |
|
|
2018
Q1 | – | Sell |
-39,631
| Closed | -$4.01M | – | 20 |
|
|
2017
Q4 | $4.01M | Buy |
39,631
+1,087
| +3% | +$110K | 2.93% | 11 |
|
|
2017
Q3 | $3.53M | Buy |
+38,544
| New | +$3.53M | 2.27% | 14 |
|
|
2015
Q3 | – | Sell |
-59,152
| Closed | -$4.77M | – | 13 |
|
|
2015
Q2 | $4.77M | Sell |
59,152
-288
| -0.5% | -$23.2K | 5.44% | 8 |
|
|
2015
Q1 | $4.67M | Buy |
+59,440
| New | +$4.67M | 3.13% | 13 |
|
|
2014
Q3 | – | Sell |
-58,372
| Closed | -$4.7M | – | 25 |
|
|
2014
Q2 | $4.7M | Buy |
+58,372
| New | +$4.7M | 3.61% | 6 |
|