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Objective Capital Management’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$270K Sell
1,655
-4
-0.2% -$653 0.18% 103
2023
Q4
$221K Buy
+1,659
New +$221K 0.17% 110