EnRich Financial Partners’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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 +$58.8K 0.02% 92