ViaWealth’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Hold
1,791
0.13% 142
2025
Q1
$221K Hold
1,791
0.14% 145
2024
Q4
$204K Hold
1,791
0.12% 142
2024
Q3
$235K Hold
1,791
0.14% 140
2024
Q2
$253K Buy
1,791
+2
+0.1% +$282 0.16% 141
2024
Q1
$292K Buy
1,789
+2
+0.1% +$327 0.18% 131
2023
Q4
$238K Buy
1,787
+2
+0.1% +$266 0.16% 140
2023
Q3
$214K Buy
+1,785
New +$214K 0.16% 147