LFF
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Level Four Financial’s Phillips 66 PSX Stock Holding History

Level Four Financial’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		$345K Buy
4,928
+536
+12% +$37.5K 0.15% 175
2021
Q2 		$377K Sell
4,392
-862
-16% -$74K 0.16% 180
2021
Q1 		$428K Sell
5,254
-3,037
-37% -$247K 0.2% 148
2020
Q4 		$580K Buy
+8,291
New +$580K 0.25% 109