BMS Financial Advisors’s Phillips 66 PSX Stock Holding History

BMS Financial Advisors’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$453K	Sell
2023 Q1	$698K	Sell
2022 Q4	$760K	Sell
2022 Q3	$608K	Sell
2022 Q2	$632K	Buy
2022 Q1	$631K	Buy
2021 Q4	$520K	Buy