Rossby 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
$429K Buy
3,600
+193
+6% +$23K 0.16% 132
2025
Q1
$354K Buy
3,407
+67
+2% +$6.97K 0.15% 140
2024
Q4
$381K Buy
+3,340
New +$381K 0.24% 109