PCH
PGIM Custom Harvest’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,841
| Closed | -$227K | – | 253 |
|
|
2025
Q1 | $227K | Hold |
1,841
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $210K | Buy |
1,841
+89
| +5% | +$10.1K | ﹤0.01% | 247 |
|
|
2024
Q3 | $230K | Buy |
1,752
+103
| +6% | +$13.5K | ﹤0.01% | 225 |
|
|
2024
Q2 | $233K | Buy |
+1,649
| New | +$233K | 0.01% | 205 |
|
|
2021
Q3 | $63K | Hold |
923
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $81K | Hold |
923
| – | – | 0.02% | 195 |
|
|
2021
Q1 | $77K | Hold |
923
| – | – | 0.02% | 178 |
|
|
2020
Q4 | $70K | Buy |
+923
| New | +$70K | 0.02% | 157 |
|