WP
Wealthspan Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
1,743
| – | – | 0.09% | 110 |
|
|
2025
Q1 | $215K | Buy |
+1,743
| New | +$215K | 0.1% | 105 |
|
|
2024
Q4 | – | Sell |
-1,696
| Closed | -$223K | – | 114 |
|
|
2024
Q3 | $223K | Hold |
1,696
| – | – | 0.11% | 101 |
|
|
2024
Q2 | $239K | Buy |
1,696
+15
| +0.9% | +$2.12K | 0.13% | 89 |
|
|
2024
Q1 | $275K | Buy |
1,681
+25
| +2% | +$4.08K | 0.16% | 81 |
|
|
2023
Q4 | $220K | Buy |
+1,656
| New | +$220K | 0.15% | 80 |
|