Partnership Wealth Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-550
Closed -$72.3K 152
2024
Q3
$72.3K Hold
550
0.05% 108
2024
Q2
$77.6K Hold
550
0.06% 128
2024
Q1
$89.8K Hold
550
0.06% 125
2023
Q4
$79.4K Buy
+550
New +$79.4K 0.06% 131