Bay Harbor Wealth 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	$2.39K	Buy	20 +10	+100%	+$1.19K	﹤0.01%	283
2025 Q1	$1.23K	Buy	+10	New	+$1.23K	﹤0.01%	260
2021 Q1	–	Sell	-1	Closed	–	–	373
2020 Q4	$0	Buy	+1	New	–	﹤0.01%	452