Everpar Advisors’s Phillips 66 PSX Stock Holding History

Everpar Advisors’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 Q3	$729K	Buy
2025 Q2	$638K	Buy
2025 Q1	$467K	Sell
2024 Q4	$456K	Buy
2024 Q3	$514K	Sell
2024 Q2	$648K	Buy
2024 Q1	$579K	Sell
2023 Q4	$916K	Buy