Rockline Wealth Management’s Phillips 66 PSX Stock Holding History

Rockline 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 Q3	$3.25M	Buy
2025 Q2	$2.75M	Sell
2025 Q1	$2.9M	Buy
2024 Q4	$2.56M	Buy
2024 Q3	$2.79M	Buy
2024 Q2	$2.88M	Buy
2024 Q1	$3.24M	Buy
2023 Q4	$2.57M	Buy