EPG Wealth Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$650K Buy
2025
Q1
$660K Buy
2024
Q4
$579K Buy
2024
Q3
$643K Buy
2024
Q2
Sell
2024
Q1
$767K Buy
2023
Q4
$628K Buy
2020
Q2
Sell
2020
Q1
$23K Buy
2019
Q4
$44K Buy