MWPCG
Measured Wealth Private Client Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
2,241
-7
| -0.3% | -$835 | 0.08% | 153 |
|
|
2025
Q1 | $278K | Sell |
2,248
-103
| -4% | -$12.7K | 0.09% | 141 |
|
|
2024
Q4 | $268K | Hold |
2,351
| – | – | 0.09% | 150 |
|
|
2024
Q3 | $309K | Sell |
2,351
-76
| -3% | -$9.99K | 0.1% | 134 |
|
|
2024
Q2 | $343K | Buy |
2,427
+32
| +1% | +$4.52K | 0.12% | 134 |
|
|
2024
Q1 | $391K | Hold |
2,395
| – | – | 0.14% | 114 |
|
|
2023
Q4 | $319K | Hold |
2,395
| – | – | 0.12% | 128 |
|
|
2023
Q3 | $288K | Hold |
2,395
| – | – | 0.12% | 127 |
|
|
2023
Q2 | $228K | Hold |
2,395
| – | – | 0.09% | 161 |
|
|
2023
Q1 | $243K | Sell |
2,395
-35
| -1% | -$3.55K | 0.09% | 152 |
|
|
2022
Q4 | $253K | Buy |
+2,430
| New | +$253K | 0.1% | 138 |
|
|
2022
Q2 | – | Sell |
-2,452
| Closed | -$212K | – | 196 |
|
|
2022
Q1 | $212K | Buy |
+2,452
| New | +$212K | 0.08% | 161 |
|
|
2021
Q3 | – | Sell |
-2,896
| Closed | -$249K | – | 173 |
|
|
2021
Q2 | $249K | Buy |
2,896
+28
| +1% | +$2.41K | 0.08% | 155 |
|
|
2021
Q1 | $234K | Buy |
+2,868
| New | +$234K | 0.08% | 138 |
|
|
2019
Q4 | – | Sell |
-2,321
| Closed | -$238K | – | 132 |
|
|
2019
Q3 | $238K | Sell |
2,321
-2,707
| -54% | -$278K | 0.15% | 103 |
|
|
2019
Q2 | $470K | Sell |
5,028
-1,450
| -22% | -$136K | 0.27% | 71 |
|
|
2019
Q1 | $616K | Buy |
+6,478
| New | +$616K | 0.38% | 53 |
|
|
2018
Q4 | – | Sell |
-3,628
| Closed | -$409K | – | 543 |
|
|
2018
Q3 | $409K | Buy |
3,628
+11
| +0.3% | +$1.24K | 0.25% | 70 |
|
|
2018
Q2 | $406K | Buy |
+3,617
| New | +$406K | 0.33% | 60 |
|