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Opal Wealth Advisors’s Phillips 66 PSX Stock Holding History

Opal Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20.2K Sell
169
-62
-27% -$7.4K 0.01% 566
2025
Q1 		$28.5K Buy
+231
New +$28.5K 0.01% 451
2024
Q3 		– Sell
-242
Closed -$34.2K – 930
2024
Q2 		$34.2K Buy
+242
New +$34.2K 0.01% 404