Plato Investment Management’s Phillips 66 PSX Stock Holding History

Plato Investment Management’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	$119K	Hold
2025 Q2	$105K	Hold
2025 Q1	$110K	Hold
2024 Q4	$101K	Sell
2024 Q3	$306K	Sell
2024 Q2	$731K	Hold
2024 Q1	$845K	Buy
2023 Q4	$69.4K	Buy