Stonebridge Financial Group’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
Sell
-488
Closed -$60.3K 759
2025
Q1
$60.3K Sell
488
-87
-15% -$10.7K 0.01% 355
2024
Q4
$65.5K Buy
+575
New +$65.5K 0.01% 345