Question 1

How many shares of PSX does Dynasty Wealth Management, LLC own?

Accepted Answer

Dynasty Wealth Management, LLC previously held 0 shares of PSX (PHILLIPS 66 COM STK) before exiting the position in 2025-Q1.

Question 2

What is Dynasty Wealth Management, LLC's PSX position worth?

Accepted Answer

Dynasty Wealth Management, LLC's PSX position was last reported at $0 in 2025-Q1 before the exit.

Question 3

Is Dynasty Wealth Management, LLC buying or selling PSX?

Accepted Answer

In 2025-Q1, Dynasty Wealth Management, LLC exited their PSX position entirely (-100.0% change in shares).

Question 4

When did Dynasty Wealth Management, LLC first buy PSX?

Accepted Answer

Based on available 13F filings, Dynasty Wealth Management, LLC first reported a position in PSX in 2024-Q3. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price
2025-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$118.41
2024-Q4	Decreased	4,636	-28.6%	$528,169	0.0%	$107.94
2024-Q3	Decreased	6,490	-24.3%	$853,068	0.0%	$125.20