DWM
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Darwin Wealth Management’s Phillips 66 PSX Stock Holding History

Darwin Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$657 – 691
2024
Q3 		$657 Buy
+5
New +$657 ﹤0.01% 586
2020
Q2 		– Sell
-674
Closed -$36K – 610
2020
Q1 		$36K Buy
+674
New +$36K 0.01% 280