Carson Advisory’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,384	Closed	-$226K	–	177
2024 Q1	$226K	Buy	+1,384	New	+$226K	0.16%	151
2023 Q1	–	Sell	-1,984	Closed	-$206K	–	156
2022 Q4	$206K	Buy	+1,984	New	+$206K	0.2%	123