WOSD
WFA of San Diego’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3K | Buy |
+438
| New | +$52.3K | 0.04% | 194 |
|
|
2024
Q3 | $41.9K | Hold |
319
| – | – | 0.04% | 198 |
|
|
2024
Q2 | $45K | Buy |
+319
| New | +$45K | 0.04% | 188 |
|
|
2023
Q3 | $38.3K | Hold |
319
| – | – | 0.04% | 192 |
|
|
2023
Q2 | $30.4K | Buy |
+319
| New | +$30.4K | 0.03% | 207 |
|
|
2023
Q1 | – | Sell |
-459
| Closed | -$47.8K | – | 335 |
|
|
2022
Q4 | $47.8K | Buy |
+459
| New | +$47.8K | 0.04% | 197 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$25K | – | 323 |
|
|
2022
Q2 | $25K | Buy |
+300
| New | +$25K | 0.02% | 208 |
|