Steward Partners Investment Solutions’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$1.66M Sell
10,170
-114
-1% -$18.6K 0.28% 79
2023
Q4
$1.37M Buy
+10,284
New +$1.37M 0.57% 46