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Custom Index Systems’s Phillips 66 PSX Stock Holding History

Custom Index Systems’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,463
Closed -$395K – 333
2024
Q4 		$395K Sell
3,463
-281
-8% -$32K 0.21% 147
2024
Q3 		$492K Buy
3,744
+1,937
+107% +$255K 0.27% 112
2024
Q2 		$255K Buy
+1,807
New +$255K 0.15% 200