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Mariner Wealth Advisors (Cincinnati)’s Phillips 66 PSX Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,934
Closed -$210K – 184
2014
Q4 		$210K Buy
+2,934
New +$210K 0.03% 172