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EnRich Financial Partners’s Phillips 66 PSX Stock Holding History

EnRich Financial Partners’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-360
Closed -$41K – 175
2024
Q4 		$41K Hold
360
– – 0.01% 118
2024
Q3 		$47.3K Hold
360
– – 0.02% 110
2024
Q2 		$50.8K Hold
360
– – 0.02% 104
2024
Q1 		$58.8K Buy
+360
New +$51.9K 0.02% 92

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EnRich Financial Partners's PSX Position: Q1 2025 in Review

EnRich Financial Partners sold out of Phillips 66 (PSX) in Q1 2025, closing a stake of 360 shares — an estimated $41K sold.

EnRich Financial Partners first reported a position in PSX in Q1 2024 and held it in 4 quarters. The position peaked at $58.8K in Q1 2024. 1,791 funds tracked by Wall St. Rank hold PSX as of Q1 2025.

  • EnRich Financial Partners reported no remaining Phillips 66 position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 360 Phillips 66 shares in Q1 2025, an estimated $41K.
  • EnRich Financial Partners first reported a position in Phillips 66 in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Phillips 66 position peaked at $58.8K in Q1 2024.
  • 1,791 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.