Evelyn Partners Investment Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$168K	Buy	1,041 +1,039	+51,950%	+$168K	0.01%	148
2025 Q1	$174K	Buy	+2	New	+$174K	0.01%	147