Smallwood Wealth Investment Management, LLC's ownership history for PSX

Smallwood Wealth Investment Management, LLC currently holds 246 shares with a market value of $44.9K. It started holding PSX on 2025-03-31. At its peak, it held 246 shares on 2026-03-31. Its highest holding value was $44.9K on 2026-03-31. At its lowest, it held 237 shares on 2025-03-31, with a value of $28.7K on 2025-06-30. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 4. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 9.