Premier Path Wealth Partners’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
$599K Sell
2025
Q1
$644K Buy
2024
Q4
$581K Sell
2024
Q3
$744K Buy
2024
Q2
$778K Buy
2024
Q1
$729K Buy
2023
Q4
$585K Buy