Ruedi Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-190
| Closed | -$23.5K | – | 258 |
|
|
2025
Q1 | $23.5K | Hold |
190
| – | – | 0.01% | 123 |
|
|
2024
Q4 | $21.6K | Hold |
190
| – | – | 0.01% | 124 |
|
|
2024
Q3 | $25K | Hold |
190
| – | – | 0.01% | 120 |
|
|
2024
Q2 | $26.8K | Hold |
190
| – | – | 0.01% | 114 |
|
|
2024
Q1 | $31K | Buy |
190
+96
| +102% | +$15.7K | 0.01% | 106 |
|
|
2023
Q4 | $12.5K | Buy |
94
+44
| +88% | +$5.86K | 0.01% | 134 |
|
|
2023
Q3 | $6.01K | Buy |
+50
| New | +$6.01K | ﹤0.01% | 153 |
|