Cetera Trust Company’s Phillips 66 PSX Stock Holding History

Cetera Trust Company’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	–	Sell
2025 Q2	$23K	Buy
2025 Q1	$3.7K	Hold
2024 Q4	$3.42K	Hold
2024 Q3	$3.94K	Hold
2024 Q2	$4.24K	Hold
2024 Q1	$4.9K	Hold
2023 Q4	$3.99K	Buy