True Wealth Design’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.4K | Sell |
616
-193
| -24% | -$23K | 0.03% | 151 |
|
|
2025
Q1 | $99.9K | Buy |
809
+785
| +3,271% | +$96.9K | 0.04% | 91 |
|
|
2024
Q4 | $2.69K | Buy |
24
+5
| +26% | +$561 | ﹤0.01% | 667 |
|
|
2024
Q3 | $2.5K | Hold |
19
| – | – | ﹤0.01% | 727 |
|
|
2024
Q2 | $2.68K | Buy |
19
+1
| +6% | +$141 | ﹤0.01% | 336 |
|
|
2024
Q1 | $2.94K | Buy |
18
+9
| +100% | +$1.47K | ﹤0.01% | 310 |
|
|
2023
Q4 | $1.2K | Buy |
9
+2
| +29% | +$266 | ﹤0.01% | 341 |
|
|
2023
Q3 | $842 | Hold |
7
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $668 | Hold |
7
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $710 | Hold |
7
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $729 | Buy |
+7
| New | +$729 | ﹤0.01% | 382 |
|