McElhenny Sheffield Capital Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-468
Closed -$48.7K 485
2022
Q4
$48.7K Buy
+468
New +$48.7K 0.02% 186