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Putney Financial Group’s Phillips 66 PSX Stock Holding History

Putney Financial Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$50.9K Sell
427
-252
-37% -$30.1K 0.05% 130
2025
Q1 		$83.8K Hold
679
– – 0.09% 95
2024
Q4 		$77.4K Buy
+679
New +$77.4K 0.07% 117