WealthShield Partners’s Phillips 66 PSX Stock Holding History

WealthShield Partners’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 Q3	$272K	Buy
2025 Q2	$216K	Buy
2025 Q1	$213K	Buy
2024 Q3	–	Sell
2024 Q2	$213K	Buy
2021 Q3	–	Sell
2021 Q2	$98K	Sell
2021 Q1	$119K	Buy