Lucia Wealth Services’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-6,511	Closed	-$625K	–	224
2018 Q1	$625K	Buy	6,511 +2,963	+84%	+$284K	0.2%	94
2017 Q4	$359K	Buy	+3,548	New	+$359K	0.16%	99