Monument Capital Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-19,549	Closed	-$2.76M	–	209
2024 Q2	$2.76M	Buy	19,549 +105	+0.5%	+$14.8K	0.81%	42
2024 Q1	$3.18M	Sell	19,444 -1,547	-7%	-$253K	0.92%	35
2023 Q4	$2.79M	Sell	20,991 -685	-3%	-$91.2K	0.9%	30
2023 Q3	$2.6M	Buy	+21,676	New	+$2.6M	0.87%	32