Key Client Fiduciary Advisors’s Phillips 66 PSX Stock Holding History

Key Client Fiduciary Advisors’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	$231K	Buy
2025 Q2	$201K	Buy
2025 Q1	$205K	Buy
2024 Q4	–	Sell
2024 Q3	$220K	Buy
2024 Q2	$233K	Sell
2024 Q1	$293K	Buy