Western Pacific Wealth Management’s Phillips 66 PSX Stock Holding History

Western Pacific Wealth Management’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 Q3	$12.9K	Hold
2025 Q2	$11.3K	Sell
2025 Q1	$386K	Buy
2024 Q4	$300K	Buy
2024 Q3	$111K	Hold
2024 Q2	$119K	Hold
2024 Q1	$138K	Buy
2022 Q1	–	Sell
2021 Q4	$18K	Buy