Tidemark’s Phillips 66 PSX Stock Holding History

Tidemark’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	$3.7K	Hold
2025 Q1	$3.83K	Hold
2024 Q4	$3.53K	Hold
2024 Q3	$4.08K	Hold
2024 Q2	$4.38K	Hold
2024 Q1	$5.06K	Hold
2023 Q4	$4.13K	Buy