Secure Asset Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$237K Buy
2024
Q3
$272K Buy
2024
Q2
$285K Buy
2024
Q1
$248K Buy
2023
Q4
$201K Buy