WWA
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Wingate Wealth Advisors’s Phillips 66 PSX Stock Holding History

Wingate Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$11.4K – 335
2024
Q4 		$11.4K Buy
+100
New +$11.4K 0.01% 330