Cherry Tree Wealth Management’s Phillips 66 PSX Stock Holding History

Cherry Tree 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	$194K	Sell
2025 Q1	$209K	Hold
2024 Q4	$193K	Hold
2024 Q3	$223K	Hold
2024 Q2	$239K	Buy
2024 Q1	$266K	Sell
2023 Q4	$235K	Hold
2023 Q3	$212K	Hold
2023 Q2	$168K	Buy