FDW
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Fourth Dimension Wealth’s Phillips 66 PSX Stock Holding History

Fourth Dimension Wealth’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 		$23.9K Sell
200
-250
-56% -$29.8K 0.01% 300
2025
Q1 		$55.6K Buy
450
+250
+125% +$30.9K 0.03% 212
2024
Q4 		$22.8K Buy
+200
New +$22.8K 0.01% 304