SWM
Scissortail Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Sell |
47,746
-400
| -0.8% | -$47.7K | 1.37% | 24 |
|
|
2025
Q1 | $5.95M | Sell |
48,146
-143
| -0.3% | -$17.7K | 1.53% | 20 |
|
|
2024
Q4 | $5.5M | Buy |
48,289
+48,269
| +241,345% | +$5.5M | 1.41% | 22 |
|
|
2024
Q3 | $6.36M | Sell |
20
-48,343
| -100% | -$15.4B | 1.54% | 20 |
|
|
2024
Q2 | $6.83M | Buy |
48,363
+505
| +1% | +$71.3K | 1.74% | 16 |
|
|
2024
Q1 | $7.82M | Buy |
+47,858
| New | +$7.82M | 2.06% | 13 |
|
|
2022
Q4 | – | Sell |
-48,642
| Closed | -$5.02M | – | 157 |
|
|
2022
Q3 | $5.02M | Buy |
48,642
+15,948
| +49% | +$1.65M | 2.61% | 9 |
|
|
2022
Q2 | $2.37M | Sell |
32,694
-15,961
| -33% | -$1.16M | 0.91% | 37 |
|
|
2022
Q1 | $4.32M | Buy |
48,655
+15,961
| +49% | +$1.42M | 2.12% | 13 |
|
|
2021
Q4 | $2.37M | Buy |
+32,694
| New | +$2.37M | 0.91% | 37 |
|