RFA
Resurgent Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,891
| Closed | -$309K | – | 194 |
|
|
2024
Q1 | $309K | Buy |
1,891
+864
| +84% | +$141K | 0.16% | 149 |
|
|
2023
Q4 | $137K | Sell |
1,027
-95
| -8% | -$12.6K | 0.08% | 212 |
|
|
2023
Q3 | $135K | Sell |
1,122
-900
| -45% | -$108K | 0.09% | 189 |
|
|
2023
Q2 | $193K | Sell |
2,022
-4
| -0.2% | -$382 | 0.13% | 147 |
|
|
2023
Q1 | $205K | Sell |
2,026
-217
| -10% | -$22K | 0.14% | 141 |
|
|
2022
Q4 | $233K | Buy |
+2,243
| New | +$233K | 0.12% | 171 |
|