Optimal Asset Management’s Phillips 66 PSX Stock Holding History

Optimal Asset Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$724K	Buy
2021 Q2	$886K	Buy
2021 Q1	$842K	Buy
2020 Q4	$708K	Sell
2020 Q3	$526K	Sell
2020 Q2	$1.02M	Sell
2020 Q1	$1.99K	Buy
2019 Q4	$1.86M	Buy