Cornerstone Advisory’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,308	Closed	-$214K	–	224
2024 Q1	$214K	Buy	+1,308	New	+$214K	0.03%	216
2022 Q1	–	Sell	-2,623	Closed	-$190K	–	645
2021 Q4	$190K	Buy	+2,623	New	+$190K	0.03%	261