MWM
Marion Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
14,141
+507
| +4% | +$60.5K | 0.42% | 53 |
|
|
2025
Q1 | $1.68M | Buy |
13,634
+379
| +3% | +$46.8K | 0.45% | 52 |
|
|
2024
Q4 | $1.51M | Buy |
13,255
+353
| +3% | +$40.2K | 0.4% | 58 |
|
|
2024
Q3 | $1.7M | Buy |
12,902
+575
| +5% | +$75.6K | 0.45% | 50 |
|
|
2024
Q2 | $1.74M | Buy |
12,327
+128
| +1% | +$18.1K | 0.51% | 49 |
|
|
2024
Q1 | $1.99M | Sell |
12,199
-127
| -1% | -$20.7K | 0.59% | 44 |
|
|
2023
Q4 | $1.64M | Sell |
12,326
-165
| -1% | -$22K | 0.52% | 50 |
|
|
2023
Q3 | $1.5M | Sell |
12,491
-19
| -0.2% | -$2.28K | 0.53% | 44 |
|
|
2023
Q2 | $1.19M | Buy |
12,510
+340
| +3% | +$32.4K | 0.42% | 50 |
|
|
2023
Q1 | $1.23M | Buy |
12,170
+684
| +6% | +$69.3K | 0.46% | 45 |
|
|
2022
Q4 | $1.2M | Buy |
11,486
+1,597
| +16% | +$166K | 0.5% | 46 |
|
|
2022
Q3 | $798K | Buy |
9,889
+1,202
| +14% | +$97K | 0.41% | 50 |
|
|
2022
Q2 | $712K | Sell |
8,687
-2,743
| -24% | -$225K | 0.37% | 60 |
|
|
2022
Q1 | $987K | Sell |
11,430
-290
| -2% | -$25K | 0.48% | 53 |
|
|
2021
Q4 | $849K | Buy |
+11,720
| New | +$849K | 0.4% | 55 |
|