Asset Planning Inc’s Phillips 66 PSX Stock Holding History

Asset Planning Inc’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	$147K	Buy
2025 Q2	$128K	Buy
2025 Q1	$97.6K	Buy
2024 Q4	$89.6K	Buy