Charles Schwab Trust’s Phillips 66 PSX Stock Holding History

Charles Schwab Trust’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Buy
2021 Q3	–	Sell
2021 Q2	$462K	Buy
2021 Q1	$414K	Sell
2020 Q4	$501K	Buy
2020 Q3	$264K	Sell
2020 Q2	$375K	Buy
2020 Q1	$274K	Sell
2019 Q4	$587K	Hold
2019 Q3	$532K	Buy