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Clarity Financial’s Phillips 66 PSX Stock Holding History

Clarity Financial’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
Q4 		– Sell
-1,596
Closed -$210K – 147
2024
Q3 		$210K Sell
1,596
-127
-7% -$16.7K 0.02% 143
2024
Q2 		$243K Buy
1,723
+23
+1% +$3.25K 0.04% 106
2024
Q1 		$278K Buy
+1,700
New +$278K 0.04% 97