Apella Capital’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
$255K Buy
2,015
+31
+2% +$3.92K 0.01% 378
2025
Q1
$205K Buy
+1,984
New +$205K 0.01% 373