Western 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 | $488K | Sell |
4,093
-166
| -4% | -$19.8K | 0.03% | 418 |
|
|
2025
Q1 | $526K | Sell |
4,259
-239
| -5% | -$29.5K | 0.03% | 374 |
|
|
2024
Q4 | $512K | Sell |
4,498
-9,882
| -69% | -$1.13M | 0.03% | 376 |
|
|
2024
Q3 | $1.89M | Buy |
14,380
+10,312
| +253% | +$1.36M | 0.11% | 196 |
|
|
2024
Q2 | $574K | Buy |
4,068
+39
| +1% | +$5.51K | 0.04% | 333 |
|
|
2024
Q1 | $658K | Sell |
4,029
-11,347
| -74% | -$1.85M | 0.05% | 305 |
|
|
2023
Q4 | $2.05M | Sell |
15,376
-319
| -2% | -$42.5K | 0.15% | 147 |
|
|
2023
Q3 | $1.89M | Buy |
15,695
+326
| +2% | +$39.2K | 0.16% | 138 |
|
|
2023
Q2 | $1.47M | Buy |
15,369
+1,461
| +11% | +$139K | 0.13% | 172 |
|
|
2023
Q1 | $1.41M | Sell |
13,908
-1,172
| -8% | -$119K | 0.13% | 173 |
|
|
2022
Q4 | $1.57M | Sell |
15,080
-4,180
| -22% | -$435K | 0.16% | 155 |
|
|
2022
Q3 | $1.81M | Buy |
19,260
+835
| +5% | +$78.3K | 0.1% | 195 |
|
|
2022
Q2 | $1.51M | Buy |
18,425
+2,990
| +19% | +$245K | 0.09% | 231 |
|
|
2022
Q1 | $1.33M | Buy |
15,435
+11,580
| +300% | +$1M | 0.06% | 281 |
|
|
2021
Q4 | $280K | Buy |
+3,855
| New | +$280K | 0.03% | 491 |
|
|
2021
Q2 | $332K | Buy |
+3,882
| New | +$332K | 0.03% | 463 |
|