Schechter Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $261K | Sell |
2,114
-1,471
| -41% | -$182K | 0.02% | 503 |
|
|
2024
Q4 | $408K | Sell |
3,585
-896
| -20% | -$102K | 0.03% | 423 |
|
|
2024
Q3 | $589K | Sell |
4,481
-1,480
| -25% | -$195K | 0.04% | 366 |
|
|
2024
Q2 | $842K | Sell |
5,961
-231
| -4% | -$32.6K | 0.06% | 275 |
|
|
2024
Q1 | $1.01M | Buy |
6,192
+977
| +19% | +$160K | 0.08% | 245 |
|
|
2023
Q4 | $694K | Buy |
5,215
+3,416
| +190% | +$455K | 0.06% | 292 |
|
|
2023
Q3 | $216K | Buy |
+1,799
| New | +$216K | 0.02% | 528 |
|
|
2023
Q1 | – | Sell |
-2,042
| Closed | -$213K | – | 735 |
|
|
2022
Q4 | $213K | Buy |
+2,042
| New | +$213K | 0.02% | 739 |
|