PPWP
Premier Path Wealth Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
5,021
-193
| -4% | -$23K | 0.08% | 226 |
|
|
2025
Q1 | $644K | Buy |
5,214
+111
| +2% | +$13.7K | 0.1% | 202 |
|
|
2024
Q4 | $581K | Sell |
5,103
-554
| -10% | -$63.1K | 0.09% | 215 |
|
|
2024
Q3 | $744K | Buy |
5,657
+146
| +3% | +$19.2K | 0.12% | 181 |
|
|
2024
Q2 | $778K | Buy |
5,511
+1,047
| +23% | +$148K | 0.13% | 171 |
|
|
2024
Q1 | $729K | Buy |
4,464
+71
| +2% | +$11.6K | 0.14% | 162 |
|
|
2023
Q4 | $585K | Buy |
+4,393
| New | +$585K | 0.13% | 169 |
|