Western Pacific Wealth Management’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 | $11.3K | Sell |
95
-3,030
| -97% | -$361K | 0.01% | 165 |
|
|
2025
Q1 | $386K | Buy |
3,125
+490
| +19% | +$60.5K | 0.35% | 36 |
|
|
2024
Q4 | $300K | Buy |
2,635
+1,790
| +212% | +$204K | 0.24% | 44 |
|
|
2024
Q3 | $111K | Hold |
845
| – | – | 0.07% | 108 |
|
|
2024
Q2 | $119K | Hold |
845
| – | – | 0.09% | 79 |
|
|
2024
Q1 | $138K | Buy |
+845
| New | +$138K | 0.1% | 74 |
|
|
2022
Q1 | – | Sell |
-250
| Closed | -$18K | – | 237 |
|
|
2021
Q4 | $18K | Buy |
+250
| New | +$18K | 0.01% | 156 |
|