PPWM
PFG Private Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,675
| Closed | -$207K | – | 196 |
|
|
2025
Q1 | $207K | Buy |
1,675
+442
| +36% | +$54.6K | 0.11% | 56 |
|
|
2024
Q4 | $140K | Buy |
1,233
+88
| +8% | +$10K | 0.08% | 66 |
|
|
2024
Q3 | $151K | Buy |
1,145
+48
| +4% | +$6.31K | 0.09% | 69 |
|
|
2024
Q2 | $155K | Buy |
1,097
+30
| +3% | +$4.24K | 0.09% | 66 |
|
|
2024
Q1 | $174K | Buy |
1,067
+18
| +2% | +$2.94K | 0.11% | 62 |
|
|
2023
Q4 | $140K | Buy |
1,049
+867
| +476% | +$115K | 0.09% | 60 |
|
|
2023
Q3 | $21.9K | Sell |
182
-134
| -42% | -$16.1K | 0.02% | 163 |
|
|
2023
Q2 | $30.1K | Buy |
316
+94
| +42% | +$8.97K | 0.02% | 164 |
|
|
2023
Q1 | $22.5K | Buy |
222
+75
| +51% | +$7.6K | 0.01% | 173 |
|
|
2022
Q4 | $15K | Hold |
147
| – | – | 0.01% | 169 |
|
|
2022
Q3 | $12K | Hold |
147
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $12K | Buy |
147
+22
| +18% | +$1.8K | 0.01% | 192 |
|
|
2022
Q1 | $11K | Hold |
125
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $9K | Hold |
125
| – | – | ﹤0.01% | 207 |
|
|
2021
Q3 | $9K | Buy |
+125
| New | +$9K | 0.01% | 199 |
|