Pacific Capital Wealth Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$3.42K | – | 303 |
|
|
2024
Q4 | $3.42K | Hold |
30
| – | – | ﹤0.01% | 325 |
|
|
2024
Q3 | $3.94K | Sell |
30
-92
| -75% | -$12.1K | ﹤0.01% | 358 |
|
|
2024
Q2 | $17.2K | Buy |
122
+75
| +160% | +$10.6K | ﹤0.01% | 255 |
|
|
2024
Q1 | $7.68K | Buy |
47
+17
| +57% | +$2.78K | ﹤0.01% | 252 |
|
|
2023
Q4 | $3.99K | Buy |
+30
| New | +$3.99K | ﹤0.01% | 261 |
|