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LifePlan Financial’s Phillips 66 PSX Stock Holding History

LifePlan Financial’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,879
Closed -$307K – 96
2024
Q1 		$307K Sell
1,879
-75
-4% -$12.3K 0.28% 81
2023
Q4 		$260K Buy
+1,954
New +$260K 0.26% 79