TW
Transform Wealth’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,642
| Closed | -$352K | – | 246 |
|
|
2023
Q4 | $352K | Sell |
2,642
-56
| -2% | -$7.46K | 0.03% | 194 |
|
|
2023
Q3 | $324K | Sell |
2,698
-479
| -15% | -$57.6K | 0.03% | 200 |
|
|
2023
Q2 | $303K | Sell |
3,177
-49
| -2% | -$4.67K | 0.03% | 216 |
|
|
2023
Q1 | $327K | Buy |
3,226
+134
| +4% | +$13.6K | 0.03% | 204 |
|
|
2022
Q4 | $322K | Buy |
3,092
+225
| +8% | +$23.4K | 0.04% | 184 |
|
|
2022
Q3 | $231K | Sell |
2,867
-1,844
| -39% | -$149K | 0.03% | 168 |
|
|
2022
Q2 | $386K | Sell |
4,711
-205
| -4% | -$16.8K | 0.06% | 148 |
|
|
2022
Q1 | $425K | Sell |
4,916
-435
| -8% | -$37.6K | 0.05% | 166 |
|
|
2021
Q4 | $388K | Sell |
5,351
-890
| -14% | -$64.5K | 0.04% | 173 |
|
|
2021
Q3 | $437K | Sell |
6,241
-271
| -4% | -$19K | 0.05% | 171 |
|
|
2021
Q2 | $559K | Buy |
6,512
+396
| +6% | +$34K | 0.07% | 162 |
|
|
2021
Q1 | $499K | Buy |
6,116
+1,052
| +21% | +$85.8K | 0.1% | 154 |
|
|
2020
Q4 | $354K | Buy |
+5,064
| New | +$354K | 0.07% | 173 |
|
|
2020
Q1 | – | Sell |
-2,146
| Closed | -$239K | – | 230 |
|
|
2019
Q4 | $239K | Sell |
2,146
-3
| -0.1% | -$334 | 0.04% | 206 |
|
|
2019
Q3 | $220K | Sell |
2,149
-1,861
| -46% | -$191K | 0.04% | 196 |
|
|
2019
Q2 | $375K | Buy |
+4,010
| New | +$375K | 0.06% | 190 |
|
|
2017
Q2 | – | Sell |
-13,559
| Closed | -$1.07M | – | 137 |
|
|
2017
Q1 | $1.07M | Buy |
13,559
+951
| +8% | +$75.3K | 0.4% | 87 |
|
|
2016
Q4 | $1.09M | Buy |
12,608
+637
| +5% | +$55K | 0.43% | 76 |
|
|
2016
Q3 | $964K | Buy |
11,971
+390
| +3% | +$31.4K | 0.41% | 83 |
|
|
2016
Q2 | $919K | Buy |
+11,581
| New | +$919K | 0.39% | 88 |
|