Seamount Financial Group’s Phillips 66 PSX Stock Holding History

Seamount Financial Group’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
2025 Q3	$354K	Hold
2025 Q2	$310K	Hold
2025 Q1	$321K	Buy
2024 Q4	$268K	Hold
2024 Q3	$309K	Hold
2024 Q2	$332K	Buy
2024 Q1	$327K	Sell
2023 Q4	$399K	Buy