RWA Wealth Partners’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 | $411K | Sell |
3,446
-1,721
| -33% | -$205K | 0.01% | 457 |
|
|
2025
Q1 | $638K | Sell |
5,167
-1,542
| -23% | -$190K | 0.01% | 379 |
|
|
2024
Q4 | $764K | Buy |
6,709
+263
| +4% | +$30K | 0.01% | 361 |
|
|
2024
Q3 | $847K | Buy |
6,446
+124
| +2% | +$16.3K | 0.01% | 346 |
|
|
2024
Q2 | $892K | Sell |
6,322
-140
| -2% | -$19.8K | 0.01% | 319 |
|
|
2024
Q1 | $1.06M | Sell |
6,462
-127
| -2% | -$20.7K | 0.01% | 297 |
|
|
2023
Q4 | $877K | Buy |
6,589
+3,482
| +112% | +$464K | 0.01% | 308 |
|
|
2023
Q3 | $373K | Buy |
3,107
+122
| +4% | +$14.7K | 0.01% | 300 |
|
|
2023
Q2 | $285K | Buy |
2,985
+316
| +12% | +$30.1K | 0.01% | 279 |
|
|
2023
Q1 | $271K | Buy |
+2,669
| New | +$271K | 0.01% | 219 |
|
|
2018
Q3 | – | Sell |
-1,377
| Closed | -$155K | – | 587 |
|
|
2018
Q2 | $155K | Buy |
1,377
+560
| +69% | +$63K | 0.02% | 260 |
|
|
2018
Q1 | $78K | Buy |
+817
| New | +$78K | 0.01% | 286 |
|
|
2017
Q4 | – | Sell |
-3,105
| Closed | -$284K | – | 249 |
|
|
2017
Q3 | $284K | Buy |
+3,105
| New | +$284K | 0.03% | 199 |
|