NHC
Nicholas Hoffman & Company’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
+3,319
| New | +$396K | 0.01% | 235 |
|
|
2024
Q2 | – | Sell |
-1,320
| Closed | -$216K | – | 299 |
|
|
2024
Q1 | $216K | Sell |
1,320
-390
| -23% | -$63.7K | 0.01% | 272 |
|
|
2023
Q4 | $228K | Sell |
1,710
-140
| -8% | -$18.6K | 0.01% | 262 |
|
|
2023
Q3 | $222K | Buy |
+1,850
| New | +$222K | 0.02% | 249 |
|
|
2022
Q4 | – | Sell |
-6,546
| Closed | -$528K | – | 271 |
|
|
2022
Q3 | $528K | Buy |
+6,546
| New | +$528K | 0.02% | 152 |
|
|
2018
Q3 | – | Sell |
-1,812
| Closed | -$204K | – | 188 |
|
|
2018
Q2 | $204K | Buy |
+1,812
| New | +$204K | 0.07% | 166 |
|