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GWN Securities’s Phillips 66 PSX Stock Holding History

GWN Securities’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 		$746K Buy
6,224
+3,532
+131% +$423K 0.14% 151
2025
Q1 		$335K Sell
2,692
-3,999
-60% -$498K 0.02% 554
2024
Q4 		$815K Buy
+6,691
New +$815K 0.22% 107