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QTR Family Wealth’s Phillips 66 PSX Stock Holding History

QTR Family Wealth’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 		$316K Buy
2,646
+130
+5% +$15.5K 0.2% 113
2025
Q1 		$311K Buy
+2,516
New +$311K 0.23% 108