Morton Brown Family Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Hold |
207
| – | – | 0.01% | 134 |
|
|
2025
Q1 | $25.6K | Hold |
207
| – | – | 0.01% | 134 |
|
|
2024
Q4 | $23.6K | Hold |
207
| – | – | 0.01% | 131 |
|
|
2024
Q3 | $27.2K | Sell |
207
-2
| -1% | -$263 | 0.01% | 121 |
|
|
2024
Q2 | $28.8K | Sell |
209
-7
| -3% | -$964 | 0.01% | 114 |
|
|
2024
Q1 | $35.3K | Sell |
216
-2
| -0.9% | -$327 | 0.01% | 100 |
|
|
2023
Q4 | $29K | Sell |
218
-1
| -0.5% | -$133 | 0.01% | 130 |
|
|
2023
Q3 | $26.3K | Hold |
219
| – | – | 0.01% | 102 |
|
|
2023
Q2 | $20.9K | Hold |
219
| – | – | 0.01% | 101 |
|
|
2023
Q1 | $22.2K | Hold |
219
| – | – | 0.01% | 101 |
|
|
2022
Q4 | $22.8K | Hold |
219
| – | – | 0.02% | 95 |
|
|
2022
Q3 | $18K | Sell |
219
-19
| -8% | -$1.56K | 0.01% | 94 |
|
|
2022
Q2 | $20K | Hold |
238
| – | – | 0.02% | 94 |
|
|
2022
Q1 | $21K | Hold |
238
| – | – | 0.02% | 92 |
|
|
2021
Q4 | $17K | Buy |
+238
| New | +$17K | 0.01% | 109 |
|