RWM
Ritholtz Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,348
| Closed | -$290K | – | 1030 |
|
|
2025
Q1 | $290K | Buy |
+2,348
| New | +$290K | 0.01% | 756 |
|
|
2024
Q4 | – | Sell |
-1,894
| Closed | -$249K | – | 892 |
|
|
2024
Q3 | $249K | Sell |
1,894
-251
| -12% | -$33K | 0.01% | 752 |
|
|
2024
Q2 | $303K | Sell |
2,145
-288
| -12% | -$40.6K | 0.01% | 648 |
|
|
2024
Q1 | $397K | Buy |
2,433
+592
| +32% | +$96.7K | 0.01% | 568 |
|
|
2023
Q4 | $245K | Buy |
+1,841
| New | +$245K | 0.01% | 647 |
|
|
2022
Q4 | – | Sell |
-3,714
| Closed | -$300K | – | 706 |
|
|
2022
Q3 | $300K | Buy |
+3,714
| New | +$300K | 0.02% | 537 |
|