Abundance Wealth Counselors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
5,467
+88
+2% +$10.5K 0.12% 114
2025
Q1
$664K Buy
5,379
+336
+7% +$41.5K 0.14% 107
2024
Q4
$575K Sell
5,043
-81
-2% -$9.24K 0.13% 110
2024
Q3
$674K Buy
+5,124
New +$674K 0.14% 104