Plan Group Financial’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	-4,022	Closed	-$497K	–	173
2025 Q1	$497K	Buy	+4,022	New	+$497K	0.18%	99
2023 Q3	–	Sell	-3,051	Closed	-$306K	–	88
2023 Q2	$306K	Buy	+3,051	New	+$306K	0.26%	49