Rialto Wealth Management’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
$90.3K Buy
757
+4
+0.5% +$477 0.03% 213
2025
Q1
$93K Buy
753
+9
+1% +$1.11K 0.03% 196
2024
Q4
$84.8K Buy
+744
New +$84.8K 0.03% 212