Runnymede Capital Advisors’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
$388K Hold
3,250
0.36% 45
2025
Q1
$401K Sell
3,250
-15
-0.5% -$1.85K 0.39% 44
2024
Q4
$372K Buy
+3,265
New +$372K 0.32% 48