RA
Rise Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9K | Buy |
251
+2
| +0.8% | +$239 | 0.01% | 348 |
|
|
2025
Q1 | $30.7K | Sell |
249
-5
| -2% | -$616 | 0.01% | 320 |
|
|
2024
Q4 | $29K | Buy |
254
+2
| +0.8% | +$228 | 0.01% | 410 |
|
|
2024
Q3 | $33.1K | Buy |
252
+2
| +0.8% | +$263 | 0.02% | 362 |
|
|
2024
Q2 | $35.3K | Buy |
250
+2
| +0.8% | +$282 | 0.02% | 314 |
|
|
2024
Q1 | $40.5K | Buy |
+248
| New | +$40.5K | 0.02% | 269 |
|