ML
McAdam LLC’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
1,816
+96
| +6% | +$11.5K | 0.01% | 352 |
|
|
2025
Q1 | $212K | Buy |
+1,720
| New | +$212K | 0.01% | 317 |
|
|
2024
Q3 | – | Sell |
-1,495
| Closed | -$211K | – | 344 |
|
|
2024
Q2 | $211K | Buy |
1,495
+20
| +1% | +$2.82K | 0.01% | 295 |
|
|
2024
Q1 | $241K | Buy |
+1,475
| New | +$241K | 0.02% | 260 |
|
|
2018
Q4 | – | Sell |
-15
| Closed | -$2K | – | 465 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 533 |
|
|
2018
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 503 |
|
|
2018
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 684 |
|