MWM
Modern Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
4,484
+432
| +11% | +$51.5K | 0.01% | 457 |
|
|
2025
Q1 | $500K | Buy |
4,052
+1,071
| +36% | +$132K | 0.02% | 421 |
|
|
2024
Q4 | $340K | Buy |
2,981
+1,456
| +95% | +$166K | 0.01% | 428 |
|
|
2024
Q3 | $200K | Sell |
1,525
-101
| -6% | -$13.3K | 0.01% | 416 |
|
|
2024
Q2 | $230K | Buy |
+1,626
| New | +$230K | 0.02% | 364 |
|