HIW
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Holos Integrated Wealth’s Phillips 66 PSX Stock Holding History

Holos Integrated 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 		$6.43K Hold
54
– – ﹤0.01% 212
2025
Q1 		$6.67K Sell
54
-36
-40% -$4.45K ﹤0.01% 213
2024
Q4 		$10.3K Buy
+90
New +$10.3K 0.01% 196