Farther Finance Advisors’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
Q3
$2.69M Buy
2025
Q2
$1.74M Buy
2025
Q1
$1.69M Buy
2024
Q4
$933K Buy
2024
Q3
$1.05M Buy
2024
Q2
$1.07M Buy
2024
Q1
$1.08M Buy
2023
Q4
$761K Buy
2023
Q3
$537K Buy
2023
Q2
$418K Buy
2023
Q1
$376K Buy
2022
Q4
$192K Buy