Applied Finance Capital 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	–	Sell	-10,278	Closed	-$1.27M	–	356
2025 Q1	$1.27M	Buy	10,278 +839	+9%	+$104K	0.09%	93
2024 Q4	$1.08M	Buy	9,439 +1,287	+16%	+$147K	0.05%	102
2024 Q3	$1.07M	Buy	8,152 +1,531	+23%	+$201K	0.05%	109
2024 Q2	$935K	Buy	+6,621	New	+$935K	0.04%	106