JAG

Journey Advisory Group’s Phillips 66 PSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,507	Closed	-$399K	–	221
2021 Q4	$399K	Buy	5,507 +534	+11%	+$38.7K	0.11%	156
2021 Q3	$348K	Buy	4,973 +1,785	+56%	+$125K	0.11%	156
2021 Q2	$274K	Buy	+3,188	New	+$274K	0.09%	172