USCWA
U.S. Capital Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
18,966
-1,113
| -6% | -$133K | 0.07% | 276 |
|
|
2025
Q1 | $2.48M | Buy |
20,079
+5,445
| +37% | +$672K | 0.08% | 251 |
|
|
2024
Q4 | $1.67M | Buy |
14,634
+855
| +6% | +$97.4K | 0.05% | 334 |
|
|
2024
Q3 | $1.81M | Sell |
13,779
-1,102
| -7% | -$145K | 0.06% | 262 |
|
|
2024
Q2 | $2.1M | Sell |
14,881
-9,122
| -38% | -$1.29M | 0.08% | 234 |
|
|
2024
Q1 | $3.92M | Sell |
24,003
-85,018
| -78% | -$13.9M | 0.15% | 145 |
|
|
2023
Q4 | $14.5M | Sell |
109,021
-1,232
| -1% | -$164K | 0.58% | 32 |
|
|
2023
Q3 | $13.2M | Sell |
110,253
-3,598
| -3% | -$432K | 0.6% | 34 |
|
|
2023
Q2 | $10.9M | Buy |
113,851
+3,878
| +4% | +$370K | 0.52% | 41 |
|
|
2023
Q1 | $11.1M | Buy |
109,973
+13,918
| +14% | +$1.41M | 0.52% | 36 |
|
|
2022
Q4 | $10M | Buy |
96,055
+673
| +0.7% | +$70K | 0.46% | 36 |
|
|
2022
Q3 | $7.7M | Buy |
95,382
+23,975
| +34% | +$1.94M | 0.39% | 50 |
|
|
2022
Q2 | $5.86M | Buy |
71,407
+28,410
| +66% | +$2.33M | 0.26% | 81 |
|
|
2022
Q1 | $3.71M | Buy |
42,997
+12,332
| +40% | +$1.07M | 0.14% | 160 |
|
|
2021
Q4 | $2.22M | Buy |
30,665
+11,834
| +63% | +$857K | 0.09% | 235 |
|
|
2021
Q3 | $1.32M | Buy |
+18,831
| New | +$1.32M | 0.06% | 330 |
|