SLWA
San Luis Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
42,649
+37,743
| +769% | +$4.5M | 1.09% | 30 |
|
|
2025
Q1 | $606K | Buy |
+4,906
| New | +$606K | 0.14% | 79 |
|
|
2024
Q4 | – | Sell |
-5,153
| Closed | -$677K | – | 152 |
|
|
2024
Q3 | $677K | Buy |
5,153
+2,590
| +101% | +$340K | 0.14% | 78 |
|
|
2024
Q2 | $362K | Buy |
+2,563
| New | +$362K | 0.09% | 88 |
|
|
2023
Q3 | – | Sell |
-4,496
| Closed | -$429K | – | 137 |
|
|
2023
Q2 | $429K | Sell |
4,496
-11
| -0.2% | -$1.05K | 0.15% | 118 |
|
|
2023
Q1 | $457K | Buy |
+4,507
| New | +$457K | 0.18% | 112 |
|
|
2022
Q2 | – | Sell |
-7,937
| Closed | -$575K | – | 334 |
|
|
2022
Q1 | $575K | Buy |
+7,937
| New | +$575K | 0.28% | 77 |
|
|
2021
Q4 | – | Sell |
-15,339
| Closed | -$1.07M | – | 143 |
|
|
2021
Q3 | $1.07M | Buy |
+15,339
| New | +$1.07M | 0.6% | 49 |
|
|
2020
Q4 | $358K | Buy |
+5,121
| New | +$358K | 0.23% | 103 |
|