Southland Equity Partners’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
Q3
$532K Buy
2025
Q2
$456K Sell
2025
Q1
$478K Buy
2024
Q4
$435K Buy
2024
Q3
$427K Buy
2024
Q2
$316K Sell
2024
Q1
$385K Buy
2023
Q4
$271K Buy
2023
Q3
$221K Buy