West Family Investments’s Phillips 66 PSX Stock Holding History

West Family Investments’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$202K	Buy
2025 Q2	–	Sell
2025 Q1	$202K	Buy
2024 Q4	–	Sell
2024 Q3	$212K	Buy
2024 Q2	$214K	Hold
2024 Q1	$247K	Buy