Kestra Investment Management’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
$72.1K Hold
584
﹤0.01% 524
2025
Q1
$72.1K Buy
584
+537
+1,143% +$66.3K ﹤0.01% 445
2024
Q4
$5.41K Buy
+47
New +$5.41K ﹤0.01% 897