Executive 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
2019 Q3	–	Sell	-1,211	Closed	-$113K	–	612
2019 Q2	$113K	Sell	1,211 -342	-22%	-$31.9K	0.02%	205
2019 Q1	$148K	Sell	1,553 -313	-17%	-$29.8K	0.03%	168
2018 Q4	$161K	Buy	+1,866	New	+$161K	0.03%	154