Cary Street Partners’s Phillips 66 PSX Stock Holding History

Cary Street Partners’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.76M	Sell
2025 Q2	$4.25M	Sell
2025 Q1	$4.59M	Sell
2024 Q4	$4.33M	Buy