New Wave Wealth Advisors’s Phillips 66 PSX Stock Holding History

New Wave 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 Q2	–	Sell
2025 Q1	$201K	Buy
2024 Q4	$185K	Sell
2024 Q3	$230K	Sell
2024 Q2	$286K	Buy