Kelman-Lazarov Inc’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-146	Closed	-$12.6K	–	213
2016 Q4	$12.6K	Sell	146 -300	-67%	-$25.9K	0.01%	244
2016 Q3	$35.6K	Hold	446	–	–	0.02%	202
2016 Q2	$35.6K	Hold	446	–	–	0.02%	190
2016 Q1	$38K	Buy	+446	New	+$38K	0.02%	201