Strategic Planning Group’s Phillips 66 PSX Stock Holding History

Strategic Planning Group’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	$4.66M	Buy
2025 Q1	$4.36M	Buy
2024 Q4	$3.26M	Buy
2024 Q3	$3.51M	Buy
2024 Q2	$3.52M	Buy
2024 Q1	$3.07M	Buy
2023 Q4	$2.18M	Buy