Novak & Powell Financial 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	-1,570	Closed	-$205K	–	161
2024 Q3	$205K	Buy	1,570 +145	+10%	+$18.9K	0.12%	151
2024 Q2	$201K	Hold	1,425	–	–	0.13%	145
2024 Q1	$233K	Buy	+1,425	New	+$233K	0.17%	118