Strait & Sound Wealth Management’s Phillips 66 PSX Stock Holding History

Strait & Sound Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Sell
2025 Q1	$215K	Sell
2024 Q4	$233K	Sell
2024 Q3	$324K	Sell
2024 Q2	$651K	Hold
2024 Q1	$763K	Buy
2023 Q4	$561K	Hold
2023 Q3	$525K	Buy