WWA
WCG Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,874
| Closed | -$1.45M | – | 297 |
|
|
2023
Q4 | $1.45M | Sell |
10,874
-2,534
| -19% | -$337K | 0.11% | 165 |
|
|
2023
Q3 | $1.65M | Buy |
+13,408
| New | +$1.65M | 0.12% | 151 |
|
|
2022
Q4 | – | Sell |
-4,307
| Closed | -$348K | – | 249 |
|
|
2022
Q3 | $348K | Buy |
4,307
+6
| +0.1% | +$485 | 0.05% | 212 |
|
|
2022
Q2 | $353K | Buy |
+4,301
| New | +$353K | 0.05% | 194 |
|