Moss Adams Wealth Advisors’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 | – | Sell |
-2,365
| Closed | -$292K | – | 262 |
|
|
2025
Q1 | $292K | Buy |
2,365
+419
| +22% | +$51.7K | 0.03% | 166 |
|
|
2024
Q4 | $222K | Sell |
1,946
-297
| -13% | -$33.8K | 0.02% | 185 |
|
|
2024
Q3 | $295K | Buy |
2,243
+247
| +12% | +$32.5K | 0.03% | 145 |
|
|
2024
Q2 | $282K | Buy |
1,996
+36
| +2% | +$5.08K | 0.04% | 125 |
|
|
2024
Q1 | $320K | Buy |
+1,960
| New | +$320K | 0.05% | 103 |
|