MRA Advisory Group’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,837	Closed	-$221K	–	131
2023 Q3	$221K	Sell	1,837 -1,003	-35%	-$121K	0.16%	102
2023 Q2	$271K	Buy	2,840 +63	+2%	+$6.01K	0.19%	95
2023 Q1	$281K	Buy	+2,777	New	+$281K	0.2%	87