WAM
Walker Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
2,662
-17
| -0.6% | -$2.03K | 0.18% | 97 |
|
|
2025
Q1 | $331K | Buy |
2,679
+20
| +0.8% | +$2.47K | 0.2% | 85 |
|
|
2024
Q4 | $303K | Buy |
2,659
+117
| +5% | +$13.3K | 0.19% | 98 |
|
|
2024
Q3 | $334K | Buy |
2,542
+156
| +7% | +$20.5K | 0.21% | 90 |
|
|
2024
Q2 | $337K | Sell |
2,386
-15
| -0.6% | -$2.12K | 0.23% | 83 |
|
|
2024
Q1 | $392K | Sell |
2,401
-42
| -2% | -$6.86K | 0.26% | 71 |
|
|
2023
Q4 | $325K | Buy |
+2,443
| New | +$325K | 0.23% | 80 |
|