Klingman & Associates’s Phillips 66 PSX Stock Holding History

Klingman & Associates’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$967K	Buy
2016 Q4	–	Sell
2016 Q3	$48K	Buy
2016 Q2	$16K	Hold
2016 Q1	$17K	Hold
2015 Q4	$16K	Hold
2015 Q3	$15K	Hold
2015 Q2	$16K	Sell
2015 Q1	$20K	Buy
2014 Q4	$18K	Buy