Western Financial Corp’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,143
| Closed | -$700K | – | 133 |
|
|
2024
Q4 | $700K | Buy |
6,143
+261
| +4% | +$29.7K | 0.38% | 73 |
|
|
2024
Q3 | $773K | Buy |
5,882
+91
| +2% | +$12K | 0.44% | 71 |
|
|
2024
Q2 | $818K | Buy |
5,791
+304
| +6% | +$42.9K | 0.49% | 61 |
|
|
2024
Q1 | $896K | Sell |
5,487
-628
| -10% | -$103K | 0.55% | 55 |
|
|
2023
Q4 | $814K | Sell |
6,115
-469
| -7% | -$62.4K | 0.54% | 44 |
|
|
2023
Q3 | $791K | Buy |
+6,584
| New | +$791K | 0.58% | 37 |
|