Livelsberger Financial Advisory’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.6K	Buy	+449	New	+$53.6K	1.04%	23
2024 Q4	–	Sell	-436	Closed	-$57.3K	–	61
2024 Q3	$57.3K	Buy	+436	New	+$57.3K	1.2%	22
2024 Q1	–	Sell	-426	Closed	-$56.7K	–	159
2023 Q4	$56.7K	Buy	+426	New	+$56.7K	0.05%	147