NWWA
New Wave Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,627
| Closed | -$201K | – | 158 |
|
|
2025
Q1 | $201K | Buy |
1,627
+1
| +0.1% | +$123 | 0.09% | 130 |
|
|
2024
Q4 | $185K | Sell |
1,626
-123
| -7% | -$14K | 0.08% | 140 |
|
|
2024
Q3 | $230K | Sell |
1,749
-278
| -14% | -$36.5K | 0.11% | 128 |
|
|
2024
Q2 | $286K | Buy |
+2,027
| New | +$286K | 0.15% | 100 |
|