CWM
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Collaborative Wealth Management’s Phillips 66 PSX Stock Holding History

Collaborative Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,298
Closed -$212K – 175
2024
Q1 		$212K Buy
+1,298
New +$212K 0.11% 153