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Core Wealth Advisors’s Phillips 66 PSX Stock Holding History

Core Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-500
Closed -$81.7K – 195
2024
Q1 		$81.7K Hold
500
– – 0.03% 78
2023
Q4 		$66.6K Buy
+500
New +$66.6K 0.02% 84