Beverly Hills Private Wealth’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-23,718	Closed	-$2.62M	–	316
2023 Q2	$2.62M	Buy	23,718 +10,746	+83%	+$1.19M	0.43%	64
2023 Q1	$1.32M	Buy	12,972 +2,122	+20%	+$215K	0.41%	68
2022 Q4	$1.13M	Buy	+10,850	New	+$1.13M	0.49%	64