WFA
Websterrogers Financial Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
1,687
| – | – | 0.06% | 86 |
|
|
2025
Q1 | $208K | Buy |
+1,687
| New | +$208K | 0.07% | 81 |
|
|
2024
Q1 | – | Sell |
-2,318
| Closed | -$309K | – | 81 |
|
|
2023
Q4 | $309K | Buy |
2,318
+250
| +12% | +$33.3K | 0.13% | 58 |
|
|
2023
Q3 | $249K | Buy |
+2,068
| New | +$249K | 0.11% | 61 |
|
|
2023
Q2 | – | Sell |
-2,053
| Closed | -$208K | – | 62 |
|
|
2023
Q1 | $208K | Hold |
2,053
| – | – | 0.1% | 59 |
|
|
2022
Q4 | $214K | Buy |
+2,053
| New | +$214K | 0.1% | 60 |
|