IAG Wealth Partners’s Phillips 66 PSX Stock Holding History

IAG Wealth Partners’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	$10.1K	Hold
2025 Q1	$10.5K	Hold
2024 Q4	$9.68K	Sell
2024 Q3	$24.3K	Buy
2024 Q2	$12K	Hold
2024 Q1	$13.9K	Buy
2023 Q2	–	Sell
2023 Q1	$15.2K	Buy
2022 Q2	–	Sell
2022 Q1	$2K	Buy