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PSXPSX

Showing 3 of 5 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in PHILLIPS 66

No. Dynasty Wealth Management exited its PSX (Phillips 66) position in Q1 2025. Its Q4 2024 13F listed 4,636 shares worth $528,169. Dynasty Wealth Management first reported PSX in Q1 2024 and held it in 4 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$853,068

Total Shares Change

-6,490

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q1
Latest
Exited
0
-100.0%
$00.0%$117.62
0
2024-Q4
Decreased
4,636
-28.6%
$528,1690.0%$107.56
0
2024-Q3
Decreased
6,490
-24.3%
$853,0680.0%$123.01
0

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