Lantern Wealth Advisors’s Phillips 66 PSX Stock Holding History

Lantern Wealth 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 Q2	$268K	Buy
2024 Q4	$253K	Buy
2024 Q3	$279K	Buy
2024 Q2	$297K	Sell
2024 Q1	$348K	Buy
2023 Q4	$280K	Buy