RWPA
Richard W. Paul & Associates’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2
| Closed | -$266 | – | 528 |
|
2023
Q4 | $266 | Hold |
2
| – | – | ﹤0.01% | 478 |
|
2023
Q3 | $240 | Hold |
2
| – | – | ﹤0.01% | 486 |
|
2023
Q2 | $191 | Hold |
2
| – | – | ﹤0.01% | 516 |
|
2023
Q1 | $203 | Hold |
2
| – | – | ﹤0.01% | 529 |
|
2022
Q4 | $208 | Buy |
+2
| New | +$208 | ﹤0.01% | 521 |
|