BWM Planning’s Phillips 66 PSX Stock Holding History

BWM Planning’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$946K	Sell
2025 Q1	$1.01M	Sell
2024 Q4	$939K	Hold
2024 Q3	$1.08M	Buy