Western Financial Corp’s Phillips 66 PSX Stock Holding History

Western Financial Corp’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 Q1	–	Sell
2024 Q4	$700K	Buy
2024 Q3	$773K	Buy
2024 Q2	$818K	Buy
2024 Q1	$896K	Sell
2023 Q4	$814K	Sell
2023 Q3	$791K	Buy