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Asset Planning Inc’s Phillips 66 PSX Stock Holding History

Asset Planning Inc’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$128K Buy
1,075
+285
+36% +$34K 0.1% 96
2025
Q1 		$97.6K Buy
790
+3
+0.4% +$371 0.08% 104
2024
Q4 		$89.6K Buy
+787
New +$89.6K 0.07% 112