WealthBridge Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,895
| Closed | -$381K | – | 209 |
|
|
2024
Q3 | $381K | Buy |
2,895
+838
| +41% | +$110K | 0.11% | 132 |
|
|
2024
Q2 | $290K | Buy |
2,057
+65
| +3% | +$9.18K | 0.1% | 135 |
|
|
2024
Q1 | $325K | Buy |
1,992
+142
| +8% | +$23.2K | 0.11% | 126 |
|
|
2023
Q4 | $246K | Sell |
1,850
-6
| -0.3% | -$799 | 0.09% | 145 |
|
|
2023
Q3 | $223K | Buy |
+1,856
| New | +$223K | 0.09% | 156 |
|
|
2023
Q2 | – | Sell |
-2,834
| Closed | -$287K | – | 198 |
|
|
2023
Q1 | $287K | Buy |
2,834
+750
| +36% | +$76K | 0.11% | 147 |
|
|
2022
Q4 | $217K | Sell |
2,084
-2,304
| -53% | -$240K | 0.09% | 181 |
|
|
2022
Q3 | $360K | Hold |
4,388
| – | – | 0.15% | 126 |
|
|
2022
Q2 | $360K | Buy |
+4,388
| New | +$360K | 0.15% | 126 |
|
|
2019
Q2 | – | Sell |
-955
| Closed | -$82K | – | 672 |
|
|
2019
Q1 | $82K | Sell |
955
-15
| -2% | -$1.29K | 0.05% | 213 |
|
|
2018
Q4 | $84K | Buy |
+970
| New | +$84K | 0.06% | 184 |
|