Bard Financial Services’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,500	Closed	-$245K	–	231
2024 Q1	$245K	Buy	+1,500	New	+$245K	0.03%	200
2023 Q4	–	Sell	-1,670	Closed	-$201K	–	235
2023 Q3	$201K	Buy	+1,670	New	+$201K	0.02%	209