USA Financial Formulas’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$565K Buy
2024
Q2
Sell
2024
Q1
$1.38M Buy
2023
Q4
$926K Buy
2023
Q3
$793K Hold
2023
Q2
$629K Sell
2023
Q1
$823K Buy
2022
Q3
$1.05M Buy
2022
Q2
$779K Buy