Ruggaard & Associates’s Phillips 66 PSX Stock Holding History

Ruggaard & Associates’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	$302K	Sell
2025 Q1	$330K	Hold
2024 Q4	$304K	Hold
2024 Q3	$351K	Hold
2024 Q2	$377K	Sell
2024 Q1	$445K	Buy
2023 Q4	$353K	Sell
2023 Q3	$414K	Hold
2023 Q2	$329K	Buy
2023 Q1	$342K	Buy