Founders Financial Alliance’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	-1,602	Closed	-$262K	–	574
2024 Q1	$262K	Buy	1,602 +59	+4%	+$9.64K	0.08%	221
2023 Q4	$205K	Buy	+1,543	New	+$205K	0.08%	238
2020 Q4	–	Sell	-1,000	Closed	-$50K	–	1040
2020 Q3	$50K	Buy	+1,000	New	+$50K	0.03%	378