PWMAG
Pinnacle Wealth Management Advisory Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
3,464
-329
| -9% | -$39.3K | 0.03% | 249 |
|
|
2025
Q1 | $468K | Sell |
3,793
-23
| -0.6% | -$2.84K | 0.04% | 219 |
|
|
2024
Q4 | $435K | Sell |
3,816
-645
| -14% | -$73.5K | 0.04% | 220 |
|
|
2024
Q3 | $586K | Buy |
4,461
+98
| +2% | +$12.9K | 0.06% | 181 |
|
|
2024
Q2 | $616K | Buy |
4,363
+77
| +2% | +$10.9K | 0.06% | 172 |
|
|
2024
Q1 | $700K | Buy |
4,286
+100
| +2% | +$16.3K | 0.08% | 156 |
|
|
2023
Q4 | $557K | Buy |
4,186
+89
| +2% | +$11.8K | 0.07% | 166 |
|
|
2023
Q3 | $492K | Buy |
4,097
+197
| +5% | +$23.7K | 0.06% | 176 |
|
|
2023
Q2 | $372K | Buy |
3,900
+117
| +3% | +$11.2K | 0.05% | 216 |
|
|
2023
Q1 | $384K | Sell |
3,783
-169
| -4% | -$17.1K | 0.05% | 205 |
|
|
2022
Q4 | $411K | Buy |
3,952
+660
| +20% | +$68.7K | 0.06% | 187 |
|
|
2022
Q3 | $266K | Buy |
3,292
+61
| +2% | +$4.93K | 0.04% | 223 |
|
|
2022
Q2 | $265K | Buy |
3,231
+738
| +30% | +$60.5K | 0.04% | 240 |
|
|
2022
Q1 | $215K | Buy |
+2,493
| New | +$215K | 0.03% | 261 |
|