Jamison Private Wealth Management’s Phillips 66 PSX Stock Holding History

Jamison Private Wealth Management’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 Q3	$232K	Buy
2024 Q4	–	Sell
2024 Q3	$166K	Buy
2024 Q2	$178K	Buy
2024 Q1	$206K	Buy
2023 Q4	$166K	Buy
2023 Q3	$150K	Buy