Moss Adams Wealth Advisors’s Phillips 66 PSX Stock Holding History

Moss Adams Wealth Advisors’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	$222K	Buy
2025 Q2	–	Sell
2025 Q1	$292K	Buy
2024 Q4	$222K	Sell
2024 Q3	$295K	Buy
2024 Q2	$282K	Buy
2024 Q1	$320K	Buy