Clearwater Capital Advisors’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-22,097	Closed	-$2.73M	–	175
2025 Q1	$2.73M	Buy	+22,097	New	+$2.73M	0.26%	48
2018 Q2	–	Sell	-502	Closed	-$48K	–	467
2018 Q1	$48K	Buy	+502	New	+$48K	0.01%	295