Edgestream Partners’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.95M	Buy	+41,511	New	+$4.95M	0.14%	295
2023 Q4	–	Sell	-11,354	Closed	-$1.36M	–	1022
2023 Q3	$1.36M	Buy	11,354 +3,663	+48%	+$440K	0.11%	296
2023 Q2	$734K	Buy	+7,691	New	+$734K	0.07%	438