TruNorth Capital Management’s Phillips 66 PSX Stock Holding History

TruNorth Capital Management’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 Q3	$20.4K	Hold
2025 Q2	$17.9K	Sell
2025 Q1	$23.3K	Hold
2024 Q4	$21.5K	Buy
2024 Q3	$19.7K	Hold
2024 Q2	$21.2K	Buy