INVST’s Phillips 66 PSX Stock Holding History

INVST’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 Q1	–	Sell
2024 Q4	$519K	Sell
2024 Q3	$815K	Buy
2024 Q2	$854K	Buy
2024 Q1	$929K	Buy
2023 Q1	–	Sell
2022 Q4	$824K	Sell
2022 Q3	$809K	Sell
2022 Q2	$763K	Buy
2022 Q1	$530K	Buy
2021 Q4	$481K	Buy