Plan A Wealth’s Phillips 66 PSX Stock Holding History

Plan A Wealth’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$362K	Hold
2025 Q2	$318K	Hold
2025 Q1	$329K	Hold
2024 Q4	$304K	Buy