CIG
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Cascade Investment Group’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,700
Closed -$278K 144
2024
Q1
$278K Buy
1,700
+100
+6% +$16.3K 0.21% 114
2023
Q4
$213K Buy
+1,600
New +$213K 0.17% 130