Cahill Financial Advisors’s Phillips 66 PSX Stock Holding History

Cahill 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
2025 Q3	$206K	Buy
2024 Q4	–	Sell
2024 Q3	$228K	Buy
2024 Q2	$227K	Sell
2024 Q1	$280K	Buy
2023 Q4	$202K	Sell
2023 Q3	$200K	Buy
2021 Q4	–	Sell
2021 Q3	$97K	Buy