SWA
SFMG Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,534
| Closed | -$202K | – | 286 |
|
|
2024
Q3 | $202K | Sell |
1,534
-71
| -4% | -$9.34K | 0.02% | 251 |
|
|
2024
Q2 | $227K | Buy |
1,605
+184
| +13% | +$26K | 0.02% | 223 |
|
|
2024
Q1 | $232K | Buy |
+1,421
| New | +$232K | 0.02% | 226 |
|
|
2023
Q2 | – | Sell |
-3,227
| Closed | -$327K | – | 267 |
|
|
2023
Q1 | $327K | Buy |
3,227
+198
| +7% | +$20.1K | 0.04% | 168 |
|
|
2022
Q4 | $315K | Sell |
3,029
-92
| -3% | -$9.58K | 0.04% | 175 |
|
|
2022
Q3 | $290K | Buy |
3,121
+155
| +5% | +$14.4K | 0.03% | 177 |
|
|
2022
Q2 | $243K | Buy |
+2,966
| New | +$243K | 0.03% | 202 |
|