Planning Capital Management Corporation’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$10.3K	Buy	78 +36	+86%	+$4.73K	0.01%	435
2024 Q2	$5.93K	Hold	42	–	–	﹤0.01%	451
2024 Q1	$6.86K	Buy	42 +9	+27%	+$1.47K	0.01%	457
2023 Q4	$4.39K	Buy	+33	New	+$4.39K	﹤0.01%	500