WJWM
Williams Jones Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
11,612
-250
| -2% | -$29.8K | 0.02% | 221 |
|
|
2025
Q1 | $1.46M | Sell |
11,862
-250
| -2% | -$30.9K | 0.02% | 205 |
|
|
2024
Q4 | $1.38M | Buy |
12,112
+250
| +2% | +$28.5K | 0.02% | 216 |
|
|
2024
Q3 | $1.56M | Sell |
11,862
-182
| -2% | -$23.9K | 0.02% | 217 |
|
|
2024
Q2 | $1.7M | Sell |
12,044
-135
| -1% | -$19.1K | 0.02% | 207 |
|
|
2024
Q1 | $1.99M | Buy |
12,179
+259
| +2% | +$42.3K | 0.03% | 191 |
|
|
2023
Q4 | $1.59M | Sell |
11,920
-208
| -2% | -$27.7K | 0.02% | 212 |
|
|
2023
Q3 | $1.46M | Hold |
12,128
| – | – | 0.02% | 218 |
|
|
2023
Q2 | $1.16M | Hold |
12,128
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $1.23M | Buy |
12,128
+272
| +2% | +$27.6K | 0.02% | 247 |
|
|
2022
Q4 | $1.23M | Buy |
11,856
+528
| +5% | +$55K | 0.02% | 243 |
|
|
2022
Q3 | $914K | Sell |
11,328
-936
| -8% | -$75.5K | 0.02% | 282 |
|
|
2022
Q2 | $1.01M | Buy |
12,264
+7,751
| +172% | +$636K | 0.02% | 273 |
|
|
2022
Q1 | $390K | Buy |
+4,513
| New | +$390K | 0.01% | 389 |
|
|
2020
Q1 | – | Sell |
-3,709
| Closed | -$413K | – | 422 |
|
|
2019
Q4 | $413K | Sell |
3,709
-600
| -14% | -$66.8K | 0.01% | 309 |
|
|
2019
Q3 | $441K | Buy |
+4,309
| New | +$441K | 0.01% | 279 |
|