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Straight Path Wealth Management’s Phillips 66 PSX Stock Holding History

Straight Path Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,004
Closed -$533K – 100
2023
Q4 		$533K Hold
4,004
– – 0.31% 41
2023
Q3 		$481K Hold
4,004
– – 0.33% 40
2023
Q2 		$382K Buy
+4,004
New +$382K 0.26% 49