1 North Wealth Services’s Phillips 66 PSX Stock Holding History

1 North Wealth Services’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$64.5K	Hold
2025 Q2	$56.5K	Hold
2025 Q1	$58.5K	Buy
2019 Q4	$53K	Hold
2019 Q3	$49K	Buy
2019 Q1	$215K	Buy
2018 Q4	$119K	Buy