Cavalier Investments’s Phillips 66 PSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,105	Closed	-$1.81M	–	92
2023 Q3	$1.81M	Buy	+15,105	New	+$1.81M	0.71%	40
2018 Q4	–	Sell	-13,500	Closed	-$1.52M	–	183
2018 Q3	$1.52M	Hold	13,500	–	–	0.44%	57
2018 Q2	$1.52M	Buy	+13,500	New	+$1.52M	0.51%	40