Principia Wealth Advisory’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	$8.95K	Buy	75 +7	+10%	+$835	0.01%	169
2025 Q1	$7.01K	Buy	68 +5	+8%	+$516	0.01%	155
2024 Q4	$7.18K	Buy	+63	New	+$7.18K	0.01%	133