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Peterson Wealth Services’s Phillips 66 PSX Stock Holding History

Peterson Wealth Services’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$173K Sell
1,447
-153
-10% -$18.3K 0.05% 125
2025
Q1 		$198K Sell
1,600
-34
-2% -$4.2K 0.06% 120
2024
Q4 		$186K Buy
1,634
+16
+1% +$1.82K 0.06% 119
2024
Q3 		$213K Buy
+1,618
New +$213K 0.07% 118