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Confluence Investment Management’s Phillips 66 PSX Stock Holding History

Confluence Investment Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,502
Closed -$216K – 317
2018
Q4 		$216K Buy
+2,502
New +$216K ﹤0.01% 293