SPWG
Syntegra Private Wealth Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
3,947
+9
| +0.2% | +$1.07K | 0.05% | 103 |
|
|
2025
Q1 | $486K | Buy |
3,938
+66
| +2% | +$8.15K | 0.06% | 84 |
|
|
2024
Q4 | $441K | Buy |
3,872
+24
| +0.6% | +$2.73K | 0.05% | 91 |
|
|
2024
Q3 | $506K | Buy |
3,848
+1
| +0% | +$131 | 0.06% | 78 |
|
|
2024
Q2 | $543K | Buy |
3,847
+2,593
| +207% | +$366K | 0.07% | 65 |
|
|
2024
Q1 | $205K | Buy |
+1,254
| New | +$205K | 0.03% | 137 |
|