Fiducient Advisors’s Phillips 66 PSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Buy	+2,000	New	+$239K	0.03%	137
2024 Q4	–	Sell	-2,000	Closed	-$263K	–	156
2024 Q3	$263K	Buy	+2,000	New	+$263K	0.03%	129