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TrueWealth Advisors’s Phillips 66 PSX Stock Holding History

TrueWealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,620
Closed -$370K – 236
2024
Q2 		$370K Buy
2,620
+1,064
+68% +$150K 0.14% 123
2024
Q1 		$254K Buy
+1,556
New +$254K 0.1% 174