Van Strum & Towne’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$412K Hold
2025
Q2
$362K Hold
2025
Q1
$374K Hold
2024
Q4
$345K Sell
2024
Q3
$444K Hold
2024
Q2
$477K Hold
2024
Q1
$552K Hold
2023
Q4
$450K Buy
2023
Q3
$394K Buy