LaSalle St. Investment Advisors’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	-2,902	Closed	-$396K	–	176
2024 Q1	$396K	Buy	2,902 +280	+11%	+$38.2K	0.22%	74
2023 Q4	$3.49M	Buy	2,622 +172	+7%	+$229K	0.23%	75
2023 Q3	$294K	Sell	2,450 -61	-2%	-$7.32K	0.14%	87
2023 Q2	$239K	Buy	+2,511	New	+$239K	0.11%	103