Investment Advisory Services’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,903	Closed	-$311K	–	121
2024 Q1	$311K	Buy	1,903 +2	+0.1%	+$327	0.11%	97
2023 Q4	$253K	Hold	1,901	–	–	0.1%	99
2023 Q3	$228K	Buy	+1,901	New	+$228K	0.1%	99