Castle Wealth Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-493	Closed	-$40K	–	484
2022 Q3	$40K	Hold	493	–	–	0.02%	240
2022 Q2	$40K	Buy	+493	New	+$40K	0.02%	239