Voisard Asset Management Group’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-100
Closed -$13.1K 514
2024
Q3
$13.1K Hold
100
0.01% 281
2024
Q2
$14.1K Hold
100
0.01% 243
2024
Q1
$16.3K Hold
100
0.01% 208
2023
Q4
$13.3K Buy
+100
New +$13.3K 0.01% 224