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AGH Wealth Advisors’s Phillips 66 PSX Stock Holding History

AGH Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$341K Buy
2,860
+79
+3% +$9.43K 0.28% 75
2025
Q1 		$343K Sell
2,781
-1
-0% -$123 0.33% 70
2024
Q4 		$317K Buy
+2,782
New +$317K 0.29% 79