Orca Wealth Management’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	–	Sell	-12,165	Closed	-$1.5M	–	67
2025 Q1	$1.5M	Buy	12,165 +28	+0.2%	+$3.46K	1.34%	25
2024 Q4	$1.38M	Buy	+12,137	New	+$1.38M	1.24%	28