180 Wealth Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
2026
Q1
$200K Buy
2024
Q3
Sell
2024
Q2
$216K Sell
2024
Q1
$324K Sell
2023
Q4
$284K Buy
2023
Q3
$216K Buy