Ritholtz Wealth Management’s Phillips 66 PSX Stock Holding History

Ritholtz Wealth Management’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 Q2	–	Sell
2025 Q1	$290K	Buy
2024 Q4	–	Sell
2024 Q3	$249K	Sell
2024 Q2	$303K	Sell
2024 Q1	$397K	Buy
2023 Q4	$245K	Buy
2022 Q4	–	Sell
2022 Q3	$300K	Buy