Secure Asset Management’s Phillips 66 PSX Stock Holding History

Secure Asset 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	$256K	Buy
2025 Q1	–	Sell
2024 Q4	$237K	Buy
2024 Q3	$272K	Buy
2024 Q2	$285K	Buy
2024 Q1	$248K	Buy
2023 Q4	$201K	Buy