Claro Advisors’s Phillips 66 PSX Stock Holding History

Claro Advisors’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	$266K	Buy
2024 Q3	–	Sell
2024 Q2	$273K	Buy
2024 Q1	$284K	Buy
2023 Q4	$221K	Buy
2020 Q1	–	Sell
2019 Q4	$249K	Buy
2019 Q3	$214K	Buy
2019 Q1	–	Sell
2018 Q4	$117K	Buy