WFAG
Worth Financial Advisory Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Sell |
5,103
-150
| -3% | -$17.9K | 0.37% | 64 |
|
|
2025
Q1 | $649K | Sell |
5,253
-106
| -2% | -$13.1K | 0.41% | 63 |
|
|
2024
Q4 | $611K | Sell |
5,359
-75
| -1% | -$8.55K | 0.38% | 67 |
|
|
2024
Q3 | $714K | Buy |
5,434
+73
| +1% | +$9.6K | 0.42% | 59 |
|
|
2024
Q2 | $757K | Buy |
5,361
+35
| +0.7% | +$4.94K | 0.5% | 49 |
|
|
2024
Q1 | $870K | Buy |
5,326
+355
| +7% | +$58K | 0.6% | 46 |
|
|
2023
Q4 | $662K | Sell |
4,971
-599
| -11% | -$79.8K | 0.53% | 48 |
|
|
2023
Q3 | $669K | Hold |
5,570
| – | – | 0.6% | 44 |
|
|
2023
Q2 | $531K | Sell |
5,570
-175
| -3% | -$16.7K | 0.49% | 59 |
|
|
2023
Q1 | $582K | Sell |
5,745
-246
| -4% | -$24.9K | 0.56% | 53 |
|
|
2022
Q4 | $624K | Buy |
+5,991
| New | +$624K | 0.72% | 39 |
|