SlateStone Wealth’s Phillips 66 PSX Stock Holding History

SlateStone Wealth’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	$214K	Buy
2024 Q4	–	Sell
2024 Q3	$206K	Hold
2024 Q2	$222K	Hold
2024 Q1	$256K	Hold
2023 Q4	$209K	Buy
2023 Q2	–	Sell
2023 Q1	$210K	Hold
2022 Q4	$215K	Buy