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Wealthstream Advisors’s Phillips 66 PSX Stock Holding History

Wealthstream Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,338
Closed -$219K – 158
2024
Q1 		$219K Sell
1,338
-180
-12% -$29.4K 0.08% 123
2023
Q4 		$202K Buy
+1,518
New +$202K 0.08% 137