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Dopkins Wealth Management’s Phillips 66 PSX Stock Holding History

Dopkins Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,265
Closed -$207K – 85
2024
Q1 		$207K Buy
+1,265
New +$207K 0.12% 77