Schear Investment Advisers’s Phillips 66 PSX Stock Holding History

Schear Investment Advisers’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	–	Sell
2025 Q1	$203K	Sell
2024 Q4	$726K	Sell
2024 Q3	$910K	Buy
2024 Q2	$917K	Buy
2024 Q1	$1M	Buy
2023 Q4	$653K	Buy
2023 Q3	$585K	Sell
2023 Q2	$489K	Sell
2023 Q1	$533K	Buy
2022 Q4	$537K	Buy