SVWAG
Sound View Wealth Advisors Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
3,046
+560
| +23% | +$66.8K | 0.03% | 318 |
|
|
2025
Q1 | $307K | Sell |
2,486
-198
| -7% | -$24.4K | 0.03% | 326 |
|
|
2024
Q4 | $306K | Sell |
2,684
-113
| -4% | -$12.9K | 0.02% | 335 |
|
|
2024
Q3 | $368K | Buy |
2,797
+571
| +26% | +$75.1K | 0.03% | 304 |
|
|
2024
Q2 | $314K | Sell |
2,226
-400
| -15% | -$56.5K | 0.03% | 291 |
|
|
2024
Q1 | $429K | Sell |
2,626
-136
| -5% | -$22.2K | 0.05% | 258 |
|
|
2023
Q4 | $368K | Sell |
2,762
-143
| -5% | -$19K | 0.04% | 275 |
|
|
2023
Q3 | $349K | Buy |
2,905
+583
| +25% | +$70K | 0.04% | 269 |
|
|
2023
Q2 | $221K | Buy |
2,322
+82
| +4% | +$7.82K | 0.03% | 339 |
|
|
2023
Q1 | $227K | Sell |
2,240
-522
| -19% | -$52.9K | 0.03% | 332 |
|
|
2022
Q4 | $368K | Buy |
+2,762
| New | +$368K | 0.04% | 275 |
|