Osterweis Capital 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	-10	Closed	-$1.24K	–	399
2025 Q1	$1.24K	Buy	+10	New	+$1.24K	﹤0.01%	214
2013 Q3	–	Sell	-313	Closed	-$18K	–	112
2013 Q2	$18K	Buy	+313	New	+$18K	﹤0.01%	127