Wakefield Asset Management’s Phillips 66 PSX Stock Holding History

Wakefield Asset Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$306K	Hold
2025 Q1	$317K	Buy
2020 Q1	–	Sell
2019 Q4	$2.43M	Sell
2019 Q3	$2.67M	Buy
2019 Q2	–	Sell
2019 Q1	$22K	Sell
2018 Q4	$1.94M	Sell
2018 Q3	$3.61M	Buy