Kingswood Wealth Advisors’s Phillips 66 PSX Stock Holding History

Kingswood Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$257K	Buy
2025 Q2	$210K	Buy
2025 Q1	$216K	Sell
2024 Q4	$268K	Sell
2024 Q3	$957K	Buy
2024 Q2	$744K	Sell
2024 Q1	$1.15M	Buy
2023 Q4	$910K	Buy
2023 Q3	$629K	Buy