Impact Partnership Wealth’s Phillips 66 PSX Stock Holding History

Impact Partnership Wealth’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
2025 Q4	$566K	Buy
2024 Q4	–	Sell
2024 Q3	$743K	Buy
2024 Q2	$744K	Buy
2024 Q1	$38.6K	Sell
2023 Q4	$1.09M	Buy
2023 Q3	$955K	Buy
2023 Q2	$332K	Buy