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Litman Gregory Wealth Management’s Phillips 66 PSX Stock Holding History

Litman Gregory Wealth Management’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-342
Closed -$35 – 171
2017
Q4 		$35 Hold
342
– – 0.01% 60
2017
Q3 		$31K Buy
+342
New +$31K 0.02% 61