M3 Advisory Group’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
2025
Q1
$294K Buy
2024
Q4
$265K Sell
2024
Q3
$314K Buy
2024
Q2
$313K Buy
2024
Q1
$337K Buy
2023
Q4
$262K Buy