TLA
Tanglewood Legacy Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
950
| – | – | 0.05% | 120 |
|
|
2025
Q1 | $117K | Hold |
950
| – | – | 0.05% | 117 |
|
|
2024
Q4 | $108K | Hold |
950
| – | – | 0.05% | 119 |
|
|
2024
Q3 | $125K | Sell |
950
-362
| -28% | -$47.6K | 0.06% | 107 |
|
|
2024
Q2 | $185K | Hold |
1,312
| – | – | 0.09% | 93 |
|
|
2024
Q1 | $214K | Hold |
1,312
| – | – | 0.11% | 87 |
|
|
2023
Q4 | $175K | Hold |
1,312
| – | – | 0.1% | 90 |
|
|
2023
Q3 | $158K | Hold |
1,312
| – | – | 0.09% | 94 |
|
|
2023
Q2 | $125K | Hold |
1,312
| – | – | 0.07% | 97 |
|
|
2023
Q1 | $133K | Hold |
1,312
| – | – | 0.08% | 91 |
|
|
2022
Q4 | $137K | Buy |
+1,312
| New | +$137K | 0.1% | 73 |
|