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Cape Investment Advisory’s Phillips 66 PSX Stock Holding History

Cape Investment Advisory’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.9K Hold
150
– – 0.01% 534
2025
Q1 		$18.5K Sell
150
-1
-0.7% -$123 0.01% 492
2024
Q4 		$17.2K Buy
+151
New +$17.2K 0.01% 499