McCarter Private Wealth Services’s Phillips 66 PSX Stock Holding History

McCarter Private Wealth Services’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	$445K	Buy
2025 Q2	$383K	Buy
2025 Q1	$349K	Buy
2024 Q4	$290K	Sell
2024 Q3	$354K	Buy