Focus Partners Wealth
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Focus Partners Wealth’s Phillips 66 PSX Stock Holding History

Focus Partners Wealth’s Portfolio PSX Stock Details PSX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$58.2M Buy
2025
Q2 		$48.4M Sell
2025
Q1 		$50.5M Buy
2024
Q4 		$45.9M Buy
2024
Q3 		$43.6M Sell
2024
Q2 		$62.9M Buy
2024
Q1 		$14.8M Buy
2023
Q4 		$1.05M Buy