RWB
RMR Wealth Builders’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
+21,576
| New | +$2.57M | 0.23% | 57 |
|
|
2021
Q2 | – | Sell |
-1,648
| Closed | -$134K | – | 565 |
|
|
2021
Q1 | $134K | Buy |
1,648
+258
| +19% | +$21K | 0.03% | 238 |
|
|
2020
Q4 | $97K | Buy |
+1,390
| New | +$97K | 0.05% | 205 |
|
|
2020
Q3 | – | Sell |
-1,390
| Closed | -$100K | – | 412 |
|
|
2020
Q2 | $100K | Buy |
+1,390
| New | +$100K | 0.09% | 169 |
|
|
2019
Q4 | $185K | Buy |
+1,665
| New | +$185K | 0.18% | 120 |
|