MSWA
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Marshall & Sterling Wealth Advisors’s Phillips 66 PSX Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$196K Sell
1,639
-8
-0.5% -$954 0.13% 83
2025
Q1 		$203K Sell
1,647
-980
-37% -$121K 0.14% 83
2024
Q4 		$299K Buy
+2,627
New +$299K 0.21% 70