Lifeworks Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
2,079
+267
+15% +$31.9K 0.04% 276
2025
Q1
$224K Buy
+1,812
New +$224K 0.04% 282