Madison Park Capital 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 Q4	–	Sell	-1,867	Closed	-$245K	–	73
2024 Q3	$245K	Sell	1,867 -493	-21%	-$64.8K	0.18%	61
2024 Q2	$333K	Buy	2,360 +14	+0.6%	+$1.98K	0.28%	48
2024 Q1	$383K	Buy	2,346 +68	+3%	+$11.1K	0.33%	42
2023 Q4	$303K	Buy	+2,278	New	+$303K	0.29%	48