Steward Financial Group’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$148K Sell
2023
Q2
$119K Buy
2022
Q3
Sell
2022
Q2
$101K Buy
2022
Q1
$97K Sell
2021
Q4
$81K Buy