Golden State Equity 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	$210K	Buy	+1,761	New	+$210K	0.04%	406
2021 Q3	–	Sell	-2,844	Closed	-$244K	–	265
2021 Q2	$244K	Sell	2,844 -5,323	-65%	-$457K	0.09%	209
2021 Q1	$666K	Buy	+8,167	New	+$666K	0.38%	74