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Embree Financial Group’s Phillips 66 PSX Stock Holding History

Embree Financial Group’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,444
Closed -$204K – 200
2024
Q2 		$204K Buy
1,444
+11
+0.8% +$1.55K 0.04% 177
2024
Q1 		$234K Buy
+1,433
New +$234K 0.05% 173