Smartleaf 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
Q2
$262K Sell
2025
Q1
$408K Sell
2024
Q4
$386K Buy
2024
Q3
$379K Buy
2024
Q2
$213K Buy
2024
Q1
$179K Sell
2023
Q4
$314K Buy