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BSW Wealth Partners’s Phillips 66 PSX Stock Holding History

BSW Wealth Partners’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,799
Closed -$205K – 324
2024
Q4 		$205K Buy
+1,799
New +$205K 0.03% 295