RSWM
Robertson Stephens Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
3,416
+40
| +1% | +$4.77K | 0.01% | 401 |
|
|
2025
Q1 | $417K | Sell |
3,376
-516
| -13% | -$63.7K | 0.01% | 389 |
|
|
2024
Q4 | $443K | Sell |
3,892
-231
| -6% | -$26.3K | 0.02% | 376 |
|
|
2024
Q3 | $542K | Buy |
4,123
+194
| +5% | +$25.5K | 0.02% | 393 |
|
|
2024
Q2 | $555K | Sell |
3,929
-7
| -0.2% | -$988 | 0.03% | 319 |
|
|
2024
Q1 | $643K | Buy |
3,936
+149
| +4% | +$24.3K | 0.03% | 297 |
|
|
2023
Q4 | $504K | Buy |
3,787
+163
| +4% | +$21.7K | 0.03% | 308 |
|
|
2023
Q3 | $435K | Sell |
3,624
-142
| -4% | -$17.1K | 0.03% | 322 |
|
|
2023
Q2 | $359K | Buy |
3,766
+117
| +3% | +$11.2K | 0.03% | 327 |
|
|
2023
Q1 | $370K | Buy |
3,649
+371
| +11% | +$37.6K | 0.03% | 336 |
|
|
2022
Q4 | $341K | Sell |
3,278
-40
| -1% | -$4.16K | 0.03% | 311 |
|
|
2022
Q3 | $267K | Hold |
3,318
| – | – | 0.03% | 294 |
|
|
2022
Q2 | $272K | Buy |
3,318
+210
| +7% | +$17.2K | 0.03% | 305 |
|
|
2022
Q1 | $268K | Buy |
+3,108
| New | +$268K | 0.02% | 330 |
|
|
2021
Q3 | – | Sell |
-3,160
| Closed | -$271K | – | 335 |
|
|
2021
Q2 | $271K | Buy |
+3,160
| New | +$271K | 0.03% | 276 |
|