QWP
Quotient Wealth Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
39,642
+232
| +0.6% | +$27.7K | 0.14% | 43 |
|
|
2025
Q1 | $4.87M | Buy |
39,410
+3,736
| +10% | +$461K | 0.16% | 41 |
|
|
2024
Q4 | $4.06M | Sell |
35,674
-1,690
| -5% | -$193K | 0.13% | 46 |
|
|
2024
Q3 | $4.91M | Sell |
37,364
-2,646
| -7% | -$348K | 0.16% | 40 |
|
|
2024
Q2 | $5.65M | Buy |
40,010
+4,435
| +12% | +$626K | 0.2% | 37 |
|
|
2024
Q1 | $5.81M | Buy |
35,575
+169
| +0.5% | +$27.6K | 0.21% | 35 |
|
|
2023
Q4 | $4.71M | Buy |
+35,406
| New | +$4.71M | 0.18% | 56 |
|