Old Port Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Buy
2025
Q2
$224K Buy
2025
Q1
$222K Sell
2024
Q4
$211K Buy
2024
Q3
$212K Sell
2024
Q2
$233K Buy
2024
Q1
$248K Buy