Duncan Williams Asset Management’s Phillips 66 PSX Stock Holding History

Duncan Williams Asset Management’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$417K	Hold
2025 Q4	$354K	Hold
2025 Q3	$311K	Hold
2025 Q2	$273K	Hold
2025 Q1	$282K	Sell
2024 Q4	$265K	Hold
2024 Q3	$305K	Buy
2024 Q2	$282K	Hold
2024 Q1	$327K	Buy