Golden State Wealth Management’s Phillips 66 PSX Stock Holding History

Golden State Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$131K	Buy
2025 Q1	$95.4K	Buy
2024 Q4	$77K	Buy
2020 Q3	–	Hold
2020 Q2	–	Sell
2020 Q1	$47K	Buy
2019 Q4	–	Sell
2019 Q3	$142K	Buy
2019 Q2	$55K	Sell
2019 Q1	$62K	Buy