Engrave Wealth Partners’s Phillips 66 PSX Stock Holding History

Engrave Wealth Partners’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$367K	Hold
2023 Q3	$332K	Buy
2022 Q1	–	Sell
2021 Q4	$383K	Buy
2020 Q3	–	Sell
2020 Q2	$33K	Hold
2020 Q1	$24K	Sell
2019 Q4	$62K	Buy