Vermillion & White Wealth Management Group’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 | $1.19K | Buy |
+10
| New | +$1.19K | ﹤0.01% | 490 |
|
|
2025
Q1 | – | Sell |
-38
| Closed | -$4.33K | – | 548 |
|
|
2024
Q4 | $4.33K | Buy |
+38
| New | +$4.33K | ﹤0.01% | 288 |
|
|
2024
Q2 | – | Sell |
-140
| Closed | -$22.9K | – | 377 |
|
|
2024
Q1 | $22.9K | Hold |
140
| – | – | 0.02% | 161 |
|
|
2023
Q4 | $18.6K | Buy |
+140
| New | +$18.6K | 0.02% | 139 |
|