SPWM
Schrum Private Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,848
| Closed | -$243K | – | 160 |
|
|
2024
Q3 | $243K | Buy |
1,848
+206
| +13% | +$27.1K | 0.13% | 152 |
|
|
2024
Q2 | $232K | Hold |
1,642
| – | – | 0.21% | 111 |
|
|
2024
Q1 | $268K | Buy |
+1,642
| New | +$268K | 0.24% | 104 |
|
|
2022
Q3 | – | Sell |
-2,581
| Closed | -$212K | – | 113 |
|
|
2022
Q2 | $212K | Sell |
2,581
-50
| -2% | -$4.11K | 0.24% | 106 |
|
|
2022
Q1 | $219K | Sell |
2,631
-650
| -20% | -$54.1K | 0.22% | 111 |
|
|
2021
Q4 | $236K | Buy |
+3,281
| New | +$236K | 0.22% | 113 |
|