Petros Family Wealth’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$601K	Sell	5,040 -69	-1%	-$8.23K	0.55%	51
2025 Q1	$631K	Sell	5,109 -289	-5%	-$35.7K	0.7%	45
2024 Q4	$615K	Buy	+5,398	New	+$615K	0.66%	42