SW
SkyOak Wealth’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
2,378
| – | – | 0.06% | 184 |
|
|
2025
Q1 | $294K | Hold |
2,378
| – | – | 0.06% | 174 |
|
|
2024
Q4 | $271K | Hold |
2,378
| – | – | 0.06% | 197 |
|
|
2024
Q3 | $313K | Hold |
2,378
| – | – | 0.07% | 161 |
|
|
2024
Q2 | $336K | Hold |
2,378
| – | – | 0.08% | 156 |
|
|
2024
Q1 | $388K | Hold |
2,378
| – | – | 0.09% | 150 |
|
|
2023
Q4 | $317K | Hold |
2,378
| – | – | 0.08% | 170 |
|
|
2023
Q3 | $286K | Buy |
2,378
+38
| +2% | +$4.57K | 0.08% | 175 |
|
|
2023
Q2 | $223K | Hold |
2,340
| – | – | 0.06% | 211 |
|
|
2023
Q1 | $237K | Hold |
2,340
| – | – | 0.07% | 195 |
|
|
2022
Q4 | $244K | Buy |
+2,340
| New | +$244K | 0.08% | 179 |
|
|
2020
Q4 | – | Sell |
-4,100
| Closed | -$213K | – | 225 |
|
|
2020
Q3 | $213K | Buy |
4,100
+782
| +24% | +$40.6K | 0.08% | 184 |
|
|
2020
Q2 | $239K | Buy |
+3,318
| New | +$239K | 0.09% | 204 |
|
|
2020
Q1 | – | Sell |
-3,554
| Closed | -$396K | – | 270 |
|
|
2019
Q4 | $396K | Buy |
+3,554
| New | +$396K | 0.12% | 198 |
|