Schrum Private Wealth Management’s Phillips 66 PSX Stock Holding History

Schrum Private Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Buy
2024 Q4	–	Sell
2024 Q3	$243K	Buy
2024 Q2	$232K	Hold
2024 Q1	$268K	Buy
2022 Q3	–	Sell
2022 Q2	$212K	Sell
2022 Q1	$219K	Sell
2021 Q4	$236K	Buy