Kolinsky Wealth Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$452K	Buy	3,968 +18	+0.5%	+$2.29K	0.28%	77
2024 Q3	$519K	Sell	3,950 -38	-1%	-$5.13K	0.34%	64
2024 Q2	$563K	Sell	3,988 -218	-5%	-$32.3K	0.4%	54
2024 Q1	$687K	Buy	4,206 +104	+3%	+$15K	0.53%	37
2023 Q4	$546K	Buy	4,102 +27	+0.7%	+$3.23K	0.48%	44
2023 Q3	$490K	Buy	4,075 +43	+1%	+$4.83K	0.49%	43
2023 Q2	$381K	Buy	4,032 +226	+6%	+$22K	0.36%	69
2023 Q1	$386K	Buy	3,806 +39	+1%	+$3.96K	0.41%	57
2022 Q4	$392K	Buy	3,767 +190	+5%	+$19.4K	0.45%	51
2022 Q3	$289K	Sell	3,577 -77	-2%	-$6.56K	0.36%	69
2022 Q2	$300K	Buy	3,654 +343	+10%	+$31.7K	0.35%	69
2022 Q1	$286K	Buy	3,311 +283	+9%	+$23.8K	0.28%	88
2021 Q4	$219K	Buy	+3,028	New	+$229K	0.2%	134