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CA Family Wealth’s Phillips 66 PSX Stock Holding History

CA Family Wealth’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,040
Closed -$227K – 119
2019
Q4 		$227K Buy
+2,040
New +$227K 0.15% 108