LM Advisors’s Phillips 66 PSX Stock Holding History

LM 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	$207K	Sell
2025 Q1	$216K	Sell
2024 Q4	$228K	Hold
2024 Q3	$263K	Hold
2024 Q2	$282K	Sell
2024 Q1	$328K	Hold
2023 Q4	$267K	Buy