Ground Swell Capital’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	–	Sell	-1,640	Closed	-$203K	–	237
2025 Q1	$203K	Buy	+1,640	New	+$203K	0.44%	105
2014 Q3	$77K	Buy	942 +284	+43%	+$23.2K	0.15%	131
2014 Q2	$53K	Buy	+658	New	+$53K	0.1%	133