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Signature Estate & Investment Advisors’s Phillips 66 PSX Stock Holding History

Signature Estate & Investment Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Buy
1,867
+99
+6% +$11.8K 0.01% 531
2025
Q1 		$218K Sell
1,768
-240
-12% -$29.6K 0.01% 510
2024
Q4 		$229K Buy
2,008
+116
+6% +$13.2K 0.01% 479
2024
Q3 		$249K Buy
1,892
+126
+7% +$16.6K 0.01% 447
2024
Q2 		$249K Buy
+1,766
New +$249K 0.01% 438