Private Wealth Management Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4K | Sell |
163
-158
| -49% | -$18.8K | 0.01% | 310 |
|
|
2025
Q1 | $39.6K | Hold |
321
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $36.6K | Sell |
321
-40
| -11% | -$4.56K | 0.01% | 202 |
|
|
2024
Q3 | $47.5K | Hold |
361
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $51K | Buy |
361
+56
| +18% | +$7.91K | 0.02% | 155 |
|
|
2024
Q1 | $49.8K | Hold |
305
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $40.6K | Buy |
+305
| New | +$40.6K | 0.02% | 179 |
|