Morningstar Investment Services’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	-1,698	Closed	-$223K	–	337
2024 Q3	$223K	Buy	1,698 +60	+4%	+$7.88K	﹤0.01%	388
2024 Q2	$228K	Buy	1,638 +4	+0.2%	+$557	﹤0.01%	356
2024 Q1	$260K	Sell	1,634 -1,006	-38%	-$160K	﹤0.01%	307
2023 Q4	$351K	Buy	+2,640	New	+$351K	﹤0.01%	329