1248 Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$483K	Hold	4,046	–	–	0.18%	74
2025 Q1	$500K	Buy	4,046 +536	+15%	+$66.2K	0.21%	69
2024 Q4	$400K	Buy	+3,510	New	+$400K	0.17%	70