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Forza Wealth Management’s Phillips 66 PSX Stock Holding History

Forza Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$296K Buy
2,483
+248
+11% +$29.6K 0.12% 157
2025
Q1 		$276K Buy
2,235
+50
+2% +$6.17K 0.12% 155
2024
Q4 		$249K Buy
2,185
+221
+11% +$25.2K 0.11% 165
2024
Q3 		$258K Buy
+1,964
New +$258K 0.12% 160