CWA
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Cypress Wealth Advisors’s Phillips 66 PSX Stock Holding History

Cypress Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,547
Closed -$220K – 220
2016
Q4 		$220K Buy
+2,547
New +$220K 0.1% 185