Trajan Wealth’s Phillips 66 PSX Stock Holding History

Trajan Wealth’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	$4.97M	Buy
2025 Q1	$5.02M	Buy
2024 Q4	$4.46M	Buy
2024 Q3	$4.63M	Buy
2024 Q2	$4.43M	Sell
2024 Q1	$5.16M	Buy