Copia Wealth Management’s Phillips 66 PSX Stock Holding History

Copia Wealth Management’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	$37.1K	Hold
2025 Q1	$38.4K	Sell
2024 Q4	$36.1K	Buy