Spurstone Advisory Services’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98K Hold
25
0.05% 94
2025
Q1
$3.09K Hold
25
0.06% 61
2024
Q4
$2.85K Buy
+25
New +$2.85K 0.05% 55