WealthShield Partners’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 | $216K | Buy |
1,808
+83
| +5% | +$9.9K | 0.03% | 313 |
|
|
2025
Q1 | $213K | Buy |
+1,725
| New | +$213K | 0.03% | 306 |
|
|
2024
Q3 | – | Sell |
-1,508
| Closed | -$213K | – | 500 |
|
|
2024
Q2 | $213K | Buy |
+1,508
| New | +$213K | 0.03% | 271 |
|
|
2021
Q3 | – | Sell |
-1,140
| Closed | -$98K | – | 607 |
|
|
2021
Q2 | $98K | Sell |
1,140
-314
| -22% | -$27K | 0.02% | 366 |
|
|
2021
Q1 | $119K | Buy |
+1,454
| New | +$119K | 0.02% | 317 |
|