Raymond James Financial’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180M Sell
1,505,913
-14,869
-1% -$1.77M 0.06% 288
2025
Q1
$188M Buy
1,520,782
+39,259
+3% +$4.85M 0.07% 253
2024
Q4
$169M Buy
+1,481,523
New +$169M 0.06% 281