Websterrogers Financial Advisors’s Phillips 66 PSX Stock Holding History

Websterrogers Financial Advisors’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	$226K	Sell
2025 Q2	$201K	Hold
2025 Q1	$208K	Buy
2024 Q1	–	Sell
2023 Q4	$309K	Buy
2023 Q3	$249K	Buy
2023 Q2	–	Sell
2023 Q1	$208K	Hold
2022 Q4	$214K	Buy