PWG
Portside Wealth Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,958
+48
| +3% | +$5.73K | 0.03% | 410 |
|
|
2025
Q1 | $236K | Buy |
1,910
+133
| +7% | +$16.4K | 0.04% | 380 |
|
|
2024
Q4 | $202K | Buy |
1,777
+44
| +3% | +$5.01K | 0.03% | 400 |
|
|
2024
Q3 | $228K | Buy |
+1,733
| New | +$228K | 0.04% | 355 |
|
|
2024
Q2 | – | Sell |
-1,685
| Closed | -$275K | – | 380 |
|
|
2024
Q1 | $275K | Sell |
1,685
-1,565
| -48% | -$256K | 0.05% | 290 |
|
|
2023
Q4 | $433K | Sell |
3,250
-568
| -15% | -$75.6K | 0.08% | 224 |
|
|
2023
Q3 | $458K | Sell |
3,818
-154
| -4% | -$18.5K | 0.09% | 206 |
|
|
2023
Q2 | $379K | Buy |
+3,972
| New | +$379K | 0.07% | 226 |
|