Physician Wealth Advisors’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
$38.6K Buy
323
+53
+20% +$6.33K 0.01% 384
2025
Q1
$33.3K Buy
270
+1
+0.4% +$123 0.01% 396
2024
Q4
$30.6K Buy
+269
New +$30.6K 0.01% 422