Foster Dykema Cabot & Partners’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
$140K Buy
1,171
+598
+104% +$71.3K 0.01% 144
2025
Q1
$70.8K Hold
573
0.01% 175
2024
Q4
$65.3K Hold
573
0.01% 189
2024
Q3
$75.3K Hold
573
0.01% 187
2024
Q2
$80.9K Hold
573
0.01% 156
2024
Q1
$93.6K Hold
573
0.01% 147
2023
Q4
$76.3K Buy
+573
New +$76.3K 0.01% 140