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Concord Asset Management (Virginia)’s Phillips 66 PSX Stock Holding History

Concord Asset Management (Virginia)’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,671
Closed -$541K – 135
2023
Q2 		$541K Buy
5,671
+1,169
+26% +$111K 0.19% 66
2023
Q1 		$456K Buy
+4,502
New +$456K 0.19% 61