AA Financial Advisors’s Phillips 66 PSX Stock Holding History

AA Financial Advisors’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	$1.1M	Buy
2025 Q2	$827K	Buy
2025 Q1	$661K	Buy
2024 Q4	$599K	Buy
2024 Q3	$636K	Buy
2024 Q2	$630K	Buy
2024 Q1	$610K	Buy