Flavin Financial Services’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Sell
10,445
-832
-7% -$99.3K 1.21% 33
2025
Q1
$1.39M Buy
11,277
+832
+8% +$103K 1.28% 32
2024
Q4
$1.19M Buy
+10,445
New +$1.19M 1.13% 36