Pinnacle Private Wealth’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$232K Sell
2,833
-708
-20% -$58K 0.09% 235
2022
Q1
$306K Buy
+3,541
New +$306K 0.1% 219