Endeavor Private Wealth’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$625K Sell
5,237
-554
-10% -$66.1K 0.3% 69
2025
Q1
$715K Buy
5,791
+4,804
+487% +$593K 0.39% 59
2024
Q4
$112K Buy
+987
New +$112K 0.11% 83