Delos Wealth Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27.2K Hold
2025
Q2
$23.9K Buy
2023
Q4
Sell
2023
Q3
$7.54K Hold
2023
Q2
$6.3K Hold
2023
Q1
$6.69K Hold
2022
Q4
$6.87K Hold
2022
Q3
$5K Hold
2022
Q2
$5K Hold
2022
Q1
$6K Hold
2021
Q4
$5K Buy