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Atlas Legacy Advisors’s Phillips 66 PSX Stock Holding History

Atlas Legacy Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$555K Buy
4,654
+1,947
+72% +$232K 0.12% 110
2025
Q1 		$334K Sell
2,707
-1,950
-42% -$241K 0.08% 138
2024
Q4 		$531K Buy
+4,657
New +$531K 0.13% 100