Fidelis Capital Partners’s Phillips 66 PSX Stock Holding History

Fidelis Capital Partners’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	$621K	Buy
2025 Q2	$382K	Buy
2025 Q1	$328K	Buy
2024 Q4	$361K	Buy
2024 Q3	$374K	Sell
2024 Q2	$433K	Buy
2024 Q1	$451K	Buy
2023 Q4	$360K	Buy
2023 Q3	$296K	Buy
2023 Q2	$211K	Buy