Accurate Wealth Management’s Phillips 66 PSX Stock Holding History

Accurate Wealth Management’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	$372K	Buy
2025 Q2	$238K	Buy
2023 Q1	–	Sell
2022 Q4	$108K	Buy