Carson Advisory’s Phillips 66 PSX Stock Holding History

Carson Advisory’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
2026 Q1	$222K	Buy
2024 Q2	–	Sell
2024 Q1	$226K	Buy
2023 Q1	–	Sell
2022 Q4	$206K	Buy