PFA
Pathway Financial Advisers’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
11,933
-55
| -0.5% | -$6.56K | 0.46% | 74 |
|
|
2025
Q1 | $1.48M | Buy |
11,988
+277
| +2% | +$34.2K | 0.51% | 69 |
|
|
2024
Q4 | $1.33M | Buy |
11,711
+222
| +2% | +$25.3K | 0.45% | 69 |
|
|
2024
Q3 | $1.51M | Sell |
11,489
-368
| -3% | -$48.4K | 0.68% | 46 |
|
|
2024
Q2 | $1.67M | Sell |
11,857
-52
| -0.4% | -$7.32K | 0.6% | 61 |
|
|
2024
Q1 | $1.95M | Sell |
11,909
-202
| -2% | -$33K | 0.7% | 49 |
|
|
2023
Q4 | $1.61M | Buy |
12,111
+209
| +2% | +$27.8K | 0.61% | 59 |
|
|
2023
Q3 | $1.43M | Buy |
+11,902
| New | +$1.43M | 0.59% | 61 |
|
|
2023
Q1 | $1.17M | Buy |
11,540
+24
| +0.2% | +$2.43K | 0.47% | 65 |
|
|
2022
Q4 | $1.2M | Buy |
+11,516
| New | +$1.2M | 0.49% | 68 |
|