Quotient Wealth Partners’s Phillips 66 PSX Stock Holding History

Quotient Wealth Partners’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	$5.01M	Sell
2025 Q2	$4.73M	Buy
2025 Q1	$4.87M	Buy
2024 Q4	$4.06M	Sell
2024 Q3	$4.91M	Sell
2024 Q2	$5.65M	Buy
2024 Q1	$5.81M	Buy
2023 Q4	$4.71M	Buy