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Burns Matteson Capital Management’s Phillips 66 PSX Stock Holding History

Burns Matteson Capital Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,164
Closed -$687K – 173
2023
Q4 		$687K Buy
+5,164
New +$687K 0.48% 64
2023
Q2 		– Sell
-5,944
Closed -$603K – 176
2023
Q1 		$603K Buy
+5,944
New +$603K 0.38% 70