CWM

Centric Wealth Management’s Phillips 66 PSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21,931	Closed	-$2.22M	–	122
2023 Q1	$2.22M	Buy	21,931 +1,914	+10%	+$194K	0.96%	25
2022 Q4	$2.08M	Buy	+20,017	New	+$2.08M	1.06%	25