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LMG Wealth Partners’s Phillips 66 PSX Stock Holding History

LMG Wealth Partners’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
Q3 		– Sell
-1,511
Closed -$213K – 127
2024
Q2 		$213K Hold
1,511
– – 0.05% 116
2024
Q1 		$247K Hold
1,511
– – 0.06% 111
2023
Q4 		$201K Buy
+1,511
New +$201K 0.06% 104