Journey Strategic Wealth’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
2,083
+444
+27% +$53K 0.01% 513
2025
Q1
$202K Buy
+1,639
New +$202K 0.01% 469