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Copia Wealth Management’s Phillips 66 PSX Stock Holding History

Copia Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$37.1K Hold
311
– – 0.03% 187
2025
Q1 		$38.4K Sell
311
-6
-2% -$741 0.04% 176
2024
Q4 		$36.1K Buy
+317
New +$36.1K 0.03% 168