First Personal Financial Services
- SEC CIK
- 0001633869
- Latest filing
- Nov 1, 2024
PSX holding history
Phillips 66 in every 13F filed by First Personal Financial Services, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PSX overviewAll 13F holders of PSXFull Q3 2024 holdings
- Shares (Q3 2024)
- 2
- Value
- $263
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 2 | $263 | <0.1% | +2 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −339−100.0% | Sold out | Holders |
| Q1 2024 | 339 | $55.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 339 | $45.1K | <0.1% | −399−54.1% | Reduced | Holders |
| Q3 2023 | 738 | $88.7K | <0.1% | +738 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −2−100.0% | Sold out | Holders |
| Q4 2021 | 2 | $0 | 0.0% | +2 | New | Holders |