Wolff Wiese Magana’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 | $25.5K | Buy |
214
+82
| +62% | +$9.78K | 0.02% | 271 |
|
|
2025
Q1 | $16.3K | Sell |
132
-12
| -8% | -$1.48K | 0.01% | 327 |
|
|
2024
Q4 | $16.4K | Sell |
144
-15
| -9% | -$1.71K | 0.01% | 331 |
|
|
2024
Q3 | $20.9K | Hold |
159
| – | – | 0.01% | 294 |
|
|
2024
Q2 | $22.4K | Hold |
159
| – | – | 0.02% | 227 |
|
|
2024
Q1 | $26K | Hold |
159
| – | – | 0.02% | 196 |
|
|
2023
Q4 | $21.2K | Hold |
159
| – | – | 0.02% | 208 |
|
|
2023
Q3 | $19.1K | Hold |
159
| – | – | 0.02% | 266 |
|
|
2023
Q2 | $15.2K | Hold |
159
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $16.1K | Hold |
159
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $16.5K | Sell |
159
-35
| -18% | -$3.64K | 0.01% | 284 |
|
|
2022
Q3 | $16K | Sell |
194
-5
| -3% | -$412 | 0.01% | 423 |
|
|
2022
Q2 | $16K | Buy |
199
+15
| +8% | +$1.21K | 0.01% | 450 |
|
|
2022
Q1 | $16K | Hold |
184
| – | – | 0.01% | 470 |
|
|
2021
Q4 | $13K | Hold |
184
| – | – | 0.01% | 502 |
|
|
2021
Q3 | $13K | Hold |
184
| – | – | 0.01% | 488 |
|
|
2021
Q2 | $16K | Hold |
184
| – | – | 0.01% | 431 |
|
|
2021
Q1 | $15K | Hold |
184
| – | – | 0.01% | 427 |
|
|
2020
Q4 | $13K | Buy |
+184
| New | +$13K | 0.01% | 417 |
|