WPA
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Wealth Preservation Advisors’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$62.4K Buy
523
+6
+1% +$716 0.04% 172
2025
Q1
$63.8K Buy
+517
New +$63.8K 0.05% 159