Cassaday & Co Wealth Management LLC's ownership history for PSX

Cassaday & Co Wealth Management LLC currently holds 2.1K shares with a market value of $270.1K. It started holding PSX on 2024-09-30. At its peak, it held 2.4K shares on 2025-06-30. Its highest holding value was $312.5K on 2025-09-30. At its lowest, it held 2.0K shares on 2024-09-30, with a value of $231.2K on 2024-12-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 278. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 63.