TW
Trajan Wealth’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Buy |
41,657
+1,016
| +2% | +$121K | 0.24% | 76 |
|
|
2025
Q1 | $5.02M | Buy |
40,641
+1,521
| +4% | +$188K | 0.27% | 74 |
|
|
2024
Q4 | $4.46M | Buy |
39,120
+3,903
| +11% | +$445K | 0.25% | 87 |
|
|
2024
Q3 | $4.63M | Buy |
35,217
+3,839
| +12% | +$505K | 0.27% | 81 |
|
|
2024
Q2 | $4.43M | Sell |
31,378
-209
| -0.7% | -$29.5K | 0.28% | 74 |
|
|
2024
Q1 | $5.16M | Buy |
+31,587
| New | +$5.16M | 0.35% | 62 |
|