PGIM Custom Harvest’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$227K Hold
2024
Q4
$210K Buy
2024
Q3
$230K Buy
2024
Q2
$233K Buy
2021
Q3
$63K Hold
2021
Q2
$81K Hold
2021
Q1
$77K Hold
2020
Q4
$70K Buy