SSWM
Strait & Sound Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
1,705
-40
| -2% | -$4.77K | 0.09% | 141 |
|
|
2025
Q1 | $215K | Sell |
1,745
-300
| -15% | -$37K | 0.1% | 137 |
|
|
2024
Q4 | $233K | Sell |
2,045
-420
| -17% | -$47.9K | 0.11% | 134 |
|
|
2024
Q3 | $324K | Sell |
2,465
-2,147
| -47% | -$282K | 0.16% | 100 |
|
|
2024
Q2 | $651K | Hold |
4,612
| – | – | 0.33% | 54 |
|
|
2024
Q1 | $763K | Buy |
4,612
+242
| +6% | +$40K | 0.43% | 43 |
|
|
2023
Q4 | $561K | Hold |
4,370
| – | – | 0.35% | 49 |
|
|
2023
Q3 | $525K | Buy |
+4,370
| New | +$525K | 0.45% | 49 |
|