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Eagle Ridge Investment Management’s Phillips 66 PSX Stock Holding History

Eagle Ridge Investment Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,577
Closed -$223K – 149
2024
Q2 		$223K Hold
1,577
– – 0.02% 133
2024
Q1 		$258K Hold
1,577
– – 0.02% 134
2023
Q4 		$210K Buy
+1,577
New +$210K 0.02% 141