TCPG
Trivant Custom Portfolio Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25
| Closed | -$3.09K | – | 181 |
|
|
2025
Q1 | $3.09K | Hold |
25
| – | – | ﹤0.01% | 175 |
|
|
2024
Q4 | $2.85K | Hold |
25
| – | – | ﹤0.01% | 177 |
|
|
2024
Q3 | $3.29K | Hold |
25
| – | – | ﹤0.01% | 156 |
|
|
2024
Q2 | $3.53K | Hold |
25
| – | – | ﹤0.01% | 170 |
|
|
2024
Q1 | $4.08K | Hold |
25
| – | – | ﹤0.01% | 168 |
|
|
2023
Q4 | $3.33K | Hold |
25
| – | – | ﹤0.01% | 189 |
|
|
2023
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 184 |
|
|
2023
Q2 | $2.39K | Hold |
25
| – | – | ﹤0.01% | 191 |
|
|
2023
Q1 | $2.54K | Buy |
+25
| New | +$2.54K | ﹤0.01% | 195 |
|