Continuum Advisory’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,099
Closed -$136K 1277
2025
Q1
$136K Buy
1,099
+32
+3% +$3.95K 0.02% 470
2024
Q4
$122K Sell
1,067
-7
-0.7% -$798 0.02% 478
2024
Q3
$139K Buy
1,074
+7
+0.7% +$908 0.02% 457
2024
Q2
$151K Sell
1,067
-2
-0.2% -$282 0.02% 417
2024
Q1
$158K Buy
+1,069
New +$158K 0.02% 408