WP
Westmount Partners’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
7,938
+3
| +0% | +$358 | 0.26% | 77 |
|
|
2025
Q1 | $980K | Buy |
7,935
+2
| +0% | +$247 | 0.3% | 73 |
|
|
2024
Q4 | $904K | Sell |
7,933
-9
| -0.1% | -$1.03K | 0.27% | 73 |
|
|
2024
Q3 | $1.04M | Sell |
7,942
-25
| -0.3% | -$3.29K | 0.31% | 65 |
|
|
2024
Q2 | $1.12M | Buy |
7,967
+29
| +0.4% | +$4.09K | 0.37% | 55 |
|
|
2024
Q1 | $1.3M | Sell |
7,938
-58
| -0.7% | -$9.47K | 0.47% | 44 |
|
|
2023
Q4 | $1.06M | Sell |
7,996
-8
| -0.1% | -$1.07K | 0.43% | 50 |
|
|
2023
Q3 | $962K | Buy |
8,004
+110
| +1% | +$13.2K | 0.42% | 50 |
|
|
2023
Q2 | $753K | Buy |
7,894
+82
| +1% | +$7.82K | 0.33% | 65 |
|
|
2023
Q1 | $792K | Buy |
7,812
+2
| +0% | +$203 | 0.37% | 59 |
|
|
2022
Q4 | $813K | Buy |
+7,810
| New | +$813K | 0.42% | 52 |
|