TWP
Tyche Wealth Partners’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $726K | Buy |
6,086
+51
| +0.8% | +$6.08K | 0.15% | 109 |
|
2025
Q1 | $745K | Sell |
6,035
-1,282
| -18% | -$158K | 0.16% | 94 |
|
2024
Q4 | $834K | Buy |
7,317
+825
| +13% | +$94K | 0.18% | 95 |
|
2024
Q3 | $853K | Sell |
6,492
-199
| -3% | -$26.2K | 0.19% | 82 |
|
2024
Q2 | $945K | Sell |
6,691
-3,457
| -34% | -$488K | 0.23% | 73 |
|
2024
Q1 | $1.66M | Sell |
10,148
-5,572
| -35% | -$910K | 0.41% | 51 |
|
2023
Q4 | $2.09M | Buy |
+15,720
| New | +$2.09M | 0.5% | 41 |
|