Curi Wealth Management’s Phillips 66 PSX Stock Holding History

Curi 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
2024 Q1	–	Sell
2023 Q4	$230K	Buy
2023 Q3	$207K	Buy
2022 Q3	–	Sell
2022 Q2	$41K	Buy
2022 Q1	$37K	Buy
2021 Q4	$31K	Buy
2021 Q1	–	Sell
2020 Q4	$28K	Buy