Cassaday & Co Wealth Management’s Phillips 66 PSX Stock Holding History

Cassaday & Co Wealth Management’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 Q2	$283K	Buy
2025 Q1	$279K	Buy
2024 Q4	$231K	Buy
2024 Q3	$257K	Hold
2024 Q2	$276K	Hold
2024 Q1	$320K	Hold
2023 Q4	$261K	Hold
2023 Q3	$235K	Buy
2023 Q1	–	Sell
2022 Q4	$204K	Buy