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Chapin Davis’s Phillips 66 PSX Stock Holding History

Chapin Davis’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,405
Closed -$229K – 245
2024
Q1 		$229K Sell
1,405
-135
-9% -$22K 0.08% 195
2023
Q4 		$205K Buy
+1,540
New +$205K 0.09% 198