Tyler-Stone Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-632
| Closed | -$89.3K | – | 744 |
|
|
2024
Q2 | $89.3K | Hold |
632
| – | – | 0.04% | 300 |
|
|
2024
Q1 | $103K | Hold |
632
| – | – | 0.05% | 268 |
|
|
2023
Q4 | $84.2K | Buy |
632
+94
| +17% | +$12.5K | 0.04% | 285 |
|
|
2023
Q3 | $65K | Hold |
538
| – | – | 0.04% | 304 |
|
|
2023
Q2 | $51K | Buy |
+538
| New | +$51K | 0.03% | 338 |
|
|
2022
Q4 | $56K | Hold |
538
| – | – | 0.04% | 301 |
|
|
2022
Q3 | $43K | Hold |
538
| – | – | 0.03% | 319 |
|
|
2022
Q2 | $44K | Hold |
538
| – | – | 0.03% | 336 |
|
|
2022
Q1 | $47K | Buy |
538
+34
| +7% | +$2.97K | 0.03% | 346 |
|
|
2021
Q4 | $37K | Buy |
+504
| New | +$37K | 0.02% | 402 |
|