PJWM
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Philip James Wealth Mangement’s Phillips 66 PSX Stock Holding History

Philip James Wealth Mangement’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$754K Buy
6,324
+1
+0% +$119 0.1% 93
2025
Q1 		$781K Buy
6,323
+1
+0% +$123 0.1% 88
2024
Q4 		$720K Sell
6,322
-573
-8% -$65.3K 0.09% 91
2024
Q3 		$906K Buy
+6,895
New +$906K 0.11% 78