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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$383K	Buy	3,210 +384	+14%	+$45.8K	0.22%	82
2025 Q1	$349K	Buy	2,826 +280	+11%	+$34.6K	0.23%	74
2024 Q4	$290K	Sell	2,546 -148	-5%	-$16.9K	0.18%	82
2024 Q3	$354K	Buy	+2,694	New	+$354K	0.22%	75