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Birchcreek Wealth Management’s Phillips 66 PSX Stock Holding History

Birchcreek Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,425
Closed -$233K – 170
2024
Q1 		$233K Buy
+1,425
New +$233K 0.12% 137
2021
Q1 		– Sell
-593
Closed -$41K – 242
2020
Q4 		$41K Buy
+593
New +$41K 0.04% 241