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BWM Planning’s Phillips 66 PSX Stock Holding History

BWM Planning’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$946K Sell
7,929
-233
-3% -$27.8K 0.33% 42
2025
Q1 		$1.01M Sell
8,162
-78
-0.9% -$9.63K 0.43% 41
2024
Q4 		$939K Hold
8,240
– – 0.41% 42
2024
Q3 		$1.08M Buy
+8,240
New +$1.08M 0.48% 41