TFA
Teamwork Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
2,219
-238
| -10% | -$28.4K | 0.03% | 147 |
|
|
2025
Q1 | $303K | Sell |
2,457
-1,262
| -34% | -$156K | 0.04% | 130 |
|
|
2024
Q4 | $424K | Sell |
3,719
-458
| -11% | -$52.2K | 0.06% | 117 |
|
|
2024
Q3 | $549K | Sell |
4,177
-15,626
| -79% | -$2.05M | 0.08% | 95 |
|
|
2024
Q2 | $2.8M | Buy |
19,803
+3,600
| +22% | +$508K | 0.41% | 46 |
|
|
2024
Q1 | $2.65M | Buy |
16,203
+9,147
| +130% | +$1.49M | 0.41% | 47 |
|
|
2023
Q4 | $939K | Sell |
7,056
-7,611
| -52% | -$1.01M | 0.16% | 68 |
|
|
2023
Q3 | $1.76M | Buy |
14,667
+293
| +2% | +$35.2K | 0.29% | 58 |
|
|
2023
Q2 | $1.37M | Buy |
14,374
+326
| +2% | +$31.1K | 0.22% | 70 |
|
|
2023
Q1 | $1.42M | Buy |
14,048
+1,386
| +11% | +$141K | 0.26% | 63 |
|
|
2022
Q4 | $1.32M | Buy |
12,662
+3,968
| +46% | +$413K | 0.27% | 63 |
|
|
2022
Q3 | $702K | Sell |
8,694
-13,360
| -61% | -$1.08M | 0.15% | 95 |
|
|
2022
Q2 | $1.81M | Sell |
22,054
-19,217
| -47% | -$1.58M | 0.39% | 50 |
|
|
2022
Q1 | $3.57M | Buy |
41,271
+26,284
| +175% | +$2.27M | 0.66% | 25 |
|
|
2021
Q4 | $1.09M | Buy |
+14,987
| New | +$1.09M | 0.2% | 111 |
|