Diversify Advisory Services’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$1.01M Sell
2025
Q3
$1.06M Buy
2025
Q2
$914K Buy
2025
Q1
$323K Buy
2024
Q4
$328K Buy
2024
Q3
$378K Buy
2024
Q2
$283K Buy