Disciplined Investors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
2,452
+107
+5% +$12.8K 0.23% 89
2025
Q1
$290K Sell
2,345
-103
-4% -$12.7K 0.26% 89
2024
Q4
$284K Buy
+2,448
New +$284K 0.27% 83