VWA
Valued Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86K | Sell |
24
-77
| -76% | -$9.18K | ﹤0.01% | 346 |
|
|
2025
Q1 | $12.5K | Sell |
101
-1
| -1% | -$124 | 0.01% | 206 |
|
|
2024
Q4 | $11.6K | Buy |
102
+17
| +20% | +$1.93K | 0.01% | 210 |
|
|
2024
Q3 | $11.2K | Sell |
85
-37
| -30% | -$4.87K | 0.01% | 197 |
|
|
2024
Q2 | $17.2K | Buy |
122
+29
| +31% | +$4.09K | 0.01% | 142 |
|
|
2024
Q1 | $15.2K | Buy |
93
+43
| +86% | +$7.02K | 0.01% | 147 |
|
|
2023
Q4 | $6.01K | Buy |
+50
| New | +$6.01K | 0.01% | 179 |
|