Pekin Hardy Strauss’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,166	Closed	-$354K	–	337
2024 Q1	$354K	Buy	2,166 +420	+24%	+$68.6K	0.05%	253
2023 Q4	$232K	Buy	+1,746	New	+$232K	0.03%	264