GYL Financial Synergies’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,843	Closed	-$260K	–	375
2024 Q2	$260K	Sell	1,843 -20	-1%	-$2.82K	0.02%	313
2024 Q1	$304K	Buy	1,863 +6	+0.3%	+$980	0.02%	298
2023 Q4	$247K	Buy	+1,857	New	+$247K	0.02%	315