TVWM
Tower View Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.2K | Buy |
555
+6
| +1% | +$716 | 0.03% | 92 |
|
|
2025
Q1 | $67.8K | Buy |
549
+5
| +0.9% | +$618 | 0.04% | 71 |
|
|
2024
Q4 | $62K | Buy |
544
+5
| +0.9% | +$569 | 0.03% | 76 |
|
|
2024
Q3 | $70.9K | Buy |
539
+4
| +0.7% | +$526 | 0.04% | 74 |
|
|
2024
Q2 | $75.5K | Buy |
535
+4
| +0.8% | +$565 | 0.04% | 70 |
|
|
2024
Q1 | $86.7K | Buy |
531
+3
| +0.6% | +$490 | 0.05% | 72 |
|
|
2023
Q4 | $70K | Buy |
528
+4
| +0.8% | +$530 | 0.04% | 71 |
|
|
2023
Q3 | $63K | Buy |
524
+4
| +0.8% | +$481 | 0.04% | 72 |
|
|
2023
Q2 | $50K | Buy |
520
+56
| +12% | +$5.39K | 0.03% | 75 |
|
|
2023
Q1 | $47K | Buy |
464
+5
| +1% | +$506 | 0.03% | 81 |
|
|
2022
Q4 | $48K | Buy |
459
+4
| +0.9% | +$418 | 0.03% | 82 |
|
|
2022
Q3 | $37K | Buy |
455
+5
| +1% | +$407 | 0.03% | 87 |
|
|
2022
Q2 | $37K | Hold |
450
| – | – | 0.03% | 87 |
|
|
2022
Q1 | $39K | Sell |
450
-50
| -10% | -$4.33K | 0.02% | 107 |
|
|
2021
Q4 | $36K | Hold |
500
| – | – | 0.02% | 111 |
|
|
2021
Q3 | $35K | Buy |
+500
| New | +$35K | 0.02% | 113 |
|