Medallion Wealth Advisors, LLC’s Phillips 66 PSX Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$81.3K	Sell
2025 Q4	$60.4K	Buy
2025 Q3	$63.3K	Buy
2025 Q2	$53.6K	Buy
2025 Q1	$53.7K	Buy
2024 Q4	$48.9K	Buy