5W
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5T Wealth’s Phillips 66 PSX Stock Holding History

5T Wealth’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$614K Sell
5,144
-318
-6% -$37.9K 0.29% 71
2025
Q1 		$674K Sell
5,462
-193
-3% -$23.8K 0.36% 65
2024
Q4 		$644K Buy
+5,655
New +$644K 0.35% 64