Edgestream Partners’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.62M Sell
2025
Q2
$4.95M Buy
2023
Q4
Sell
2023
Q3
$1.36M Buy
2023
Q2
$734K Buy