Biltmore Family Office’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$205K Buy
2024
Q4
Sell
2024
Q3
$218K Buy
2024
Q2
$231K Hold
2024
Q1
$268K Hold
2023
Q4
$218K Buy