Delta Financial Group’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
Q1
$245K Sell
2024
Q4
$225K Buy
2024
Q2
Sell
2024
Q1
$370K Buy
2023
Q4
$300K Sell
2023
Q3
$296K Buy
2023
Q2
Sell
2023
Q1
$213K Buy
2022
Q4
$216K Buy