Keynote Financial Services’s Phillips 66 PSX Stock Holding History

Keynote Financial Services’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	$792K	Hold
2025 Q2	$695K	Sell
2025 Q1	$724K	Hold
2024 Q4	$668K	Sell
2024 Q3	$776K	Hold
2024 Q2	$833K	Hold
2024 Q1	$964K	Buy