Trek Financial’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,152
Closed -$3.62M 448
2024
Q1
$3.62M Buy
+22,152
New +$3.62M 0.29% 95