Kelly Lawrence W & Associates’s Phillips 66 PSX Stock Holding History

Kelly Lawrence W & Associates’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 Q3	$239K	Hold
2025 Q2	$210K	Hold
2025 Q1	$217K	Hold
2024 Q4	$200K	Sell
2024 Q3	$363K	Buy
2024 Q2	$248K	Buy
2024 Q1	$123K	Buy
2017 Q2	–	Sell
2017 Q1	$0	Buy