RDA Financial Network’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,952
Closed -$241K 264
2025
Q1
$241K Sell
1,952
-1,667
-46% -$206K 0.07% 216
2024
Q4
$412K Buy
3,619
+174
+5% +$19.8K 0.12% 152
2024
Q3
$453K Buy
+3,445
New +$453K 0.14% 148