Crestwood Advisors Group’s Phillips 66 PSX Stock Holding History

Crestwood Advisors Group’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$219K	Buy
2017 Q2	–	Sell
2017 Q1	$34K	Buy