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Mosaic Financial Group’s Phillips 66 PSX Stock Holding History

Mosaic Financial Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,641
Closed -$216K – 132
2024
Q3 		$216K Sell
1,641
-460
-22% -$60.5K 0.15% 116
2024
Q2 		$297K Buy
2,101
+847
+68% +$120K 0.21% 88
2024
Q1 		$205K Buy
+1,254
New +$205K 0.16% 119