Impact Capital 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	$901K	Buy	7,553 +153	+2%	+$18.3K	0.3%	76
2025 Q1	$914K	Buy	7,400 +869	+13%	+$107K	0.33%	76
2024 Q4	$744K	Buy	+6,531	New	+$744K	0.26%	96