Dynasty Wealth Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,636	Closed	-$528K	–	264
2024 Q4	$528K	Sell	4,636 -1,854	-29%	-$211K	0.01%	200
2024 Q3	$853K	Sell	6,490 -2,080	-24%	-$273K	0.03%	141
2024 Q2	$1.21M	Buy	8,570 +860	+11%	+$121K	0.04%	120
2024 Q1	$1.26M	Buy	+7,710	New	+$1.26M	0.04%	106