SWA
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Strategies Wealth Advisors’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$231K Sell
1,935
-1,857
-49% -$222K 0.03% 167
2025
Q1
$468K Buy
+3,792
New +$468K 0.06% 98