Whipplewood Advisors, LLC's ownership history for PSX

Whipplewood Advisors, LLC currently holds 396 shares with a market value of $72.1K. It started holding PSX on 2024-12-31. At its peak, it held 401 shares on 2024-12-31. Its highest holding value was $72.1K on 2026-03-31. At its lowest, it held 300 shares on 2025-09-30, with a value of $38.7K on 2025-12-31. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 96. In the recent year, Whipplewood Advisors, LLC has increased its shares by 72.