WBWA
PSX icon

William B. Walkup & Associates’s Phillips 66 PSX Stock Holding History

William B. Walkup & Associates’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 		$1.87M Hold
15,662
– – 1.1% 26
2025
Q1 		$1.93M Buy
15,662
+628
+4% +$77.5K 1.18% 23
2024
Q4 		$1.71M Hold
15,034
– – 1.08% 26
2024
Q3 		$1.98M Hold
15,034
– – 1.22% 24
2024
Q2 		$2.12M Buy
+15,034
New +$2.12M 1.39% 21