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Fermata Advisors’s Phillips 66 PSX Stock Holding History

Fermata Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,755
Closed -$234K – 229
2023
Q4 		$234K Sell
1,755
-641
-27% -$85.3K 0.06% 154
2023
Q3 		$288K Buy
+2,396
New +$288K 0.08% 125