Lake Street Private Wealth’s Phillips 66 PSX Stock Holding History

Lake Street Private Wealth’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
2026 Q1	$210K	Buy
2024 Q3	–	Sell
2024 Q2	$1.11M	Buy
2024 Q1	$1.07M	Sell
2023 Q4	$975K	Buy
2022 Q4	–	Sell
2022 Q3	$223K	Buy
2022 Q2	$226K	Buy