Traveka Wealth’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,467
Closed -$207K 139
2024
Q2
$207K Sell
1,467
-1
-0.1% -$141 0.1% 122
2024
Q1
$240K Buy
+1,468
New +$240K 0.11% 103