Waddell & Associates’s Phillips 66 PSX Stock Holding History

Waddell & Associates’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$396K	Buy
2024 Q1	–	Sell
2023 Q4	$244K	Sell
2023 Q3	$528K	Buy
2023 Q2	$418K	Sell
2023 Q1	$558K	Buy
2022 Q4	$571K	Sell
2022 Q3	$447K	Sell
2022 Q2	$471K	Buy