LRI Investments’s Phillips 66 PSX Stock Holding History

LRI Investments’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 Q3	$348K	Sell
2025 Q2	$318K	Buy
2025 Q1	$254K	Sell
2024 Q4	$265K	Buy
2024 Q3	$219K	Buy
2024 Q2	$174K	Buy
2024 Q1	$14K	Buy