NWMG
Nicholson Wealth Management Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
13,087
+1,174
| +10% | +$140K | 0.96% | 51 |
|
|
2025
Q1 | $1.47M | Buy |
11,913
+1
| +0% | +$123 | 0.97% | 60 |
|
|
2024
Q4 | $1.36M | Buy |
11,912
+6,802
| +133% | +$775K | 0.91% | 70 |
|
|
2024
Q3 | $672K | Buy |
+5,110
| New | +$672K | 0.55% | 71 |
|