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Elm3 Financial Group’s Phillips 66 PSX Stock Holding History

Elm3 Financial Group’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$276K Sell
2,315
-881
-28% -$105K 0.23% 94
2025
Q1 		$395K Sell
3,196
-1,685
-35% -$208K 0.35% 65
2024
Q4 		$556K Buy
+4,881
New +$556K 0.47% 47