Brainard Capital Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$221K Sell
2,178
-398
-15% -$40.3K 0.17% 76
2022
Q4
$268K Buy
+2,576
New +$268K 0.23% 65