Fort Sheridan Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
2025
Q1
$365K Sell
2024
Q4
$340K Buy
2024
Q3
$378K Buy
2024
Q2
$405K Buy
2024
Q1
$268K Buy
2023
Q4
$214K Buy