Old Port Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
1,878
+80
| +4% | +$9.54K | 0.06% | 221 |
|
|
2025
Q1 | $222K | Sell |
1,798
-55
| -3% | -$6.79K | 0.07% | 206 |
|
|
2024
Q4 | $211K | Buy |
1,853
+239
| +15% | +$27.2K | 0.06% | 220 |
|
|
2024
Q3 | $212K | Sell |
1,614
-36
| -2% | -$4.73K | 0.06% | 229 |
|
|
2024
Q2 | $233K | Buy |
1,650
+132
| +9% | +$18.6K | 0.07% | 201 |
|
|
2024
Q1 | $248K | Buy |
+1,518
| New | +$248K | 0.08% | 200 |
|