Heritage Financial Services’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-346	Closed	-$28K	–	363
2022 Q2	$28K	Buy	+346	New	+$28K	0.02%	208