Schechter Investment Advisors’s Phillips 66 PSX Stock Holding History

Schechter Investment Advisors’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 Q1	$261K	Sell
2024 Q4	$408K	Sell
2024 Q3	$589K	Sell
2024 Q2	$842K	Sell
2024 Q1	$1.01M	Buy
2023 Q4	$694K	Buy
2023 Q3	$216K	Buy
2023 Q1	–	Sell
2022 Q4	$213K	Buy