Cedar Brook Financial Partners’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$309K Buy
2023
Q4
$236K Sell
2023
Q3
$219K Buy
2019
Q4
Sell
2019
Q3
$208K Buy