Oakland Financial Corp’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Hold	4,000	–	–	8.98%	4
2025 Q1	$494K	Sell	4,000 -2,000	-33%	-$247K	7.3%	5
2024 Q4	$684K	Buy	+6,000	New	+$684K	7.82%	4