Greystone Financial Group’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-79,107	Closed	-$8.23M	–	101
2022 Q4	$8.23M	Sell	79,107 -19,290	-20%	-$2.01M	2.42%	19
2022 Q3	$7.94M	Sell	98,397 -235	-0.2%	-$19K	2.69%	7
2022 Q2	$8.09M	Buy	+98,632	New	+$8.09M	2.52%	15