Sagespring Wealth Partners’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	$684K	Buy	5,733 +1,601	+39%	+$191K	0.01%	364
2025 Q1	$510K	Buy	4,132 +1,572	+61%	+$194K	0.01%	386
2024 Q4	$292K	Buy	+2,560	New	+$292K	0.01%	484