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Wetzel Investment Advisors’s Phillips 66 PSX Stock Holding History

Wetzel Investment Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,364
Closed -$223K – 693
2024
Q2 		$223K Sell
1,364
-98
-7% -$16K 0.13% 108
2024
Q1 		$224K Buy
1,462
+144
+11% +$22.1K 0.13% 103
2023
Q4 		$175K Buy
+1,318
New +$175K 0.11% 122