PWM
Pinnacle Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,222
| Closed | -$2.03M | – | 46 |
|
|
2023
Q4 | $2.03M | Sell |
15,222
-770
| -5% | -$103K | 2.32% | 20 |
|
|
2023
Q3 | $1.92M | Sell |
15,992
-456
| -3% | -$54.8K | 2.33% | 18 |
|
|
2023
Q2 | $1.57M | Buy |
+16,448
| New | +$1.57M | 1.58% | 30 |
|
|
2022
Q4 | $1.66M | Buy |
+15,987
| New | +$1.66M | 2% | 19 |
|
|
2022
Q3 | – | Sell |
-19,817
| Closed | -$1.63M | – | 53 |
|
|
2022
Q2 | $1.63M | Sell |
19,817
-4,115
| -17% | -$337K | 2.28% | 28 |
|
|
2022
Q1 | $2.07M | Sell |
23,932
-3,586
| -13% | -$310K | 2.42% | 20 |
|
|
2021
Q4 | $1.99M | Buy |
+27,518
| New | +$1.99M | 1.71% | 31 |
|