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Compass Financial Advisors’s Phillips 66 PSX Stock Holding History

Compass Financial Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,988
Closed -$202K – 76
2023
Q1 		$202K Sell
1,988
-249
-11% -$25.2K 0.26% 119
2022
Q4 		$233K Buy
+2,237
New +$233K 0.31% 106