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Values First Advisors’s Phillips 66 PSX Stock Holding History

Values First Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-231
Closed -$26.3K – 221
2024
Q4 		$26.3K Buy
231
+2
+0.9% +$228 0.01% 206
2024
Q3 		$30.1K Buy
+229
New +$30.1K 0.02% 255