BIP Wealth’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	-1,707	Closed	-$211K	–	292
2025 Q1	$211K	Buy	+1,707	New	+$211K	0.01%	254
2024 Q4	–	Sell	-1,549	Closed	-$204K	–	279
2024 Q3	$204K	Buy	+1,549	New	+$204K	0.01%	234