PFW Advisors’s Phillips 66 PSX Stock Holding History

PFW Advisors’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.51M	Sell
2025 Q2	$2.21M	Sell
2025 Q1	$2.34M	Buy
2024 Q4	$2.15M	Buy
2024 Q2	$2.7M	Sell
2024 Q1	$3.36M	Sell
2023 Q4	$2.78M	Sell
2023 Q3	$2.51M	Hold
2023 Q2	$2.44M	Buy
2019 Q3	$2.46M	Buy