MWP

Moller Wealth Partners’s Phillips 66 PSX Stock Holding History

Moller Wealth Partners’s Portfolio PSX Stock Details PSX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Sell	1,748 -348	-17%	-$41.5K	0.05%	69
2025 Q1	$259K	Sell	2,096 -312	-13%	-$38.5K	0.06%	60
2024 Q4	$274K	Hold	2,408	–	–	0.07%	56
2024 Q3	$317K	Hold	2,408	–	–	0.08%	51
2024 Q2	$340K	Sell	2,408 -160	-6%	-$22.6K	0.09%	50
2024 Q1	$419K	Hold	2,568	–	–	0.11%	38
2023 Q4	$342K	Hold	2,568	–	–	0.1%	41
2023 Q3	$309K	Hold	2,568	–	–	0.1%	40
2023 Q2	$245K	Hold	2,568	–	–	0.07%	46
2023 Q1	$260K	Hold	2,568	–	–	0.08%	42
2022 Q4	$267K	Hold	2,568	–	–	0.09%	43
2022 Q3	$207K	Hold	2,568	–	–	0.07%	46
2022 Q2	$211K	Hold	2,568	–	–	0.07%	47
2022 Q1	$222K	Buy	+2,568	New	+$222K	0.07%	48
2021 Q3	–	Sell	-2,368	Closed	-$203K	–	48
2021 Q2	$203K	Buy	+2,368	New	+$203K	0.07%	48
2020 Q1	–	Sell	-2,368	Closed	-$264K	–	50
2019 Q4	$264K	Hold	2,368	–	–	0.12%	44
2019 Q3	$242K	Hold	2,368	–	–	0.12%	43
2019 Q2	$222K	Sell	2,368 -2,368	-50%	-$222K	0.11%	47
2019 Q1	$445K	Buy	4,736 +2,368	+100%	+$223K	0.2%	39
2018 Q4	$220K	Hold	2,368	–	–	0.14%	57
2018 Q3	$267K	Hold	2,368	–	–	0.12%	39
2018 Q2	$266K	Sell	2,368 -458	-16%	-$51.4K	0.1%	39
2018 Q1	$271K	Hold	2,826	–	–	0.12%	38
2017 Q4	$286K	Sell	2,826 -2,826	-50%	-$286K	0.11%	41
2017 Q3	$493K	Buy	5,652 +2,826	+100%	+$247K	0.19%	34
2017 Q2	$234K	Hold	2,826	–	–	0.1%	43
2017 Q1	$224K	Hold	2,826	–	–	0.1%	44
2016 Q4	$244K	Hold	2,826	–	–	0.12%	39
2016 Q3	$228K	Hold	2,826	–	–	0.1%	43
2016 Q2	$224K	Hold	2,826	–	–	0.11%	40
2016 Q1	$245K	Hold	2,826	–	–	0.14%	35
2015 Q4	$231K	Hold	2,826	–	–	0.13%	39
2015 Q3	$217K	Hold	2,826	–	–	0.2%	34
2015 Q2	$228K	Hold	2,826	–	–	0.1%	39
2015 Q1	$222K	Hold	2,826	–	–	0.1%	40
2014 Q4	$203K	Hold	2,826	–	–	0.1%	43
2014 Q3	$230K	Hold	2,826	–	–	0.11%	48
2014 Q2	$227K	Hold	2,826	–	–	0.1%	48
2014 Q1	$218K	Hold	2,826	–	–	0.11%	48
2013 Q4	$218K	Buy	+2,826	New	+$218K	0.12%	44