Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Phillips 66 PSX Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$4.71M Sell
2025
Q1 		$5.33M Sell
2024
Q4 		$7.85M Sell
2024
Q3 		$9.09M Sell
2024
Q2 		$10.4M Sell
2024
Q1 		$13.3M Sell
2023
Q4 		$11M Buy
2023
Q3 		$9.53M Buy