OHWA
Oak Hill Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
8,405
+493
| +6% | +$64.1K | 0.23% | 56 |
|
|
2025
Q1 | $977K | Hold |
7,912
| – | – | 0.23% | 54 |
|
|
2024
Q4 | $901K | Buy |
+7,912
| New | +$901K | 0.21% | 52 |
|
|
2024
Q3 | – | Sell |
-8,262
| Closed | -$1.17M | – | 80 |
|
|
2024
Q2 | $1.17M | Buy |
+8,262
| New | +$1.17M | 0.35% | 36 |
|
|
2024
Q1 | – | Sell |
-8,512
| Closed | -$1.13M | – | 73 |
|
|
2023
Q4 | $1.13M | Hold |
8,512
| – | – | 0.39% | 32 |
|
|
2023
Q3 | $1.02M | Hold |
8,512
| – | – | 0.39% | 34 |
|
|
2023
Q2 | $813K | Sell |
8,512
-216
| -2% | -$20.6K | 0.3% | 43 |
|
|
2023
Q1 | $886K | Hold |
8,728
| – | – | 0.35% | 41 |
|
|
2022
Q4 | $908K | Buy |
+8,728
| New | +$908K | 0.38% | 40 |
|