AWM
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Avaii Wealth Management’s Phillips 66 PSX Stock Holding History

Avaii Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,205
Closed -$377K – 135
2021
Q4 		$377K Buy
+5,205
New +$377K 0.38% 58