SAI
Savvy Advisors Inc’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
4,598
+925
| +25% | +$110K | 0.04% | 334 |
|
|
2025
Q1 | $454K | Buy |
3,673
+10
| +0.3% | +$1.24K | 0.05% | 303 |
|
|
2024
Q4 | $417K | Buy |
3,663
+649
| +22% | +$73.9K | 0.05% | 273 |
|
|
2024
Q3 | $396K | Sell |
3,014
-998
| -25% | -$131K | 0.08% | 212 |
|
|
2024
Q2 | $566K | Buy |
4,012
+1,377
| +52% | +$194K | 0.18% | 126 |
|
|
2024
Q1 | $430K | Buy |
2,635
+17
| +0.6% | +$2.78K | 0.25% | 109 |
|
|
2023
Q4 | $349K | Buy |
+2,618
| New | +$349K | 0.34% | 91 |
|