Consolidated Planning Corp’s Phillips 66 PSX Stock Holding History

Consolidated Planning Corp’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	$1.26M	Sell
2025 Q1	$1.43M	Sell
2024 Q4	$1.52M	Buy
2024 Q3	$740K	Buy
2024 Q2	$410K	Sell
2024 Q1	$620K	Buy
2023 Q4	$271K	Hold
2023 Q3	$245K	Buy
2021 Q4	–	Sell
2021 Q3	$13K	Buy