Fortis Capital Advisors’s Phillips 66 PSX Stock Holding History

Fortis Capital Advisors’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
2026 Q1	$393K	Buy
2024 Q4	–	Sell
2024 Q3	$400K	Buy
2023 Q2	–	Sell
2023 Q1	$1.11K	Sell
2022 Q4	$125K	Buy