Calton & Associates’s Phillips 66 PSX Stock Holding History

Calton & Associates’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	$279K	Buy
2020 Q1	–	Sell
2019 Q4	$540K	Buy
2019 Q3	$305K	Buy
2019 Q2	$216K	Sell
2019 Q1	$307K	Buy
2018 Q4	–	Sell
2018 Q3	$219K	Buy
2018 Q2	$207K	Sell
2018 Q1	$387K	Buy
2017 Q4	$422K	Buy