WIM
Warwick Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
2,551
-155
| -6% | -$18.5K | 0.06% | 92 |
|
|
2025
Q1 | $334K | Buy |
2,706
+245
| +10% | +$30.3K | 0.07% | 81 |
|
|
2024
Q4 | $280K | Sell |
2,461
-200
| -8% | -$22.8K | 0.06% | 77 |
|
|
2024
Q3 | $350K | Buy |
2,661
+152
| +6% | +$20K | 0.08% | 61 |
|
|
2024
Q2 | $354K | Buy |
+2,509
| New | +$354K | 0.08% | 70 |
|
|
2024
Q1 | – | Sell |
-2,395
| Closed | -$319K | – | 101 |
|
|
2023
Q4 | $319K | Buy |
2,395
+73
| +3% | +$9.72K | 0.09% | 57 |
|
|
2023
Q3 | $279K | Hold |
2,322
| – | – | 0.1% | 51 |
|
|
2023
Q2 | $221K | Buy |
2,322
+79
| +4% | +$7.54K | 0.09% | 58 |
|
|
2023
Q1 | $227K | Hold |
2,243
| – | – | 0.1% | 52 |
|
|
2022
Q4 | $233K | Buy |
+2,243
| New | +$233K | 0.1% | 76 |
|