Capstone Financial Group’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$245K Hold
4,794
0.19% 75
2020
Q2
$310K Hold
4,794
0.25% 58
2020
Q1
$257K Hold
4,794
0.26% 61
2019
Q4
$534K Buy
+4,794
New +$534K 0.51% 38