WA
PSX icon

Whipplewood Advisors’s Phillips 66 PSX Stock Holding History

Whipplewood Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$47.8K Buy
401
+77
+24% +$9.19K 0.03% 322
2025
Q1 		$49.5K Sell
324
-77
-19% -$11.8K 0.03% 314
2024
Q4 		$45.7K Buy
+401
New +$45.7K 0.03% 323