PRW Wealth Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,315	Closed	-$542K	–	241
2021 Q2	$542K	Buy	+6,315	New	+$542K	0.16%	153
2019 Q2	–	Sell	-289	Closed	-$28K	–	518
2019 Q1	$28K	Hold	289	–	–	0.03%	211
2018 Q4	$24K	Buy	+289	New	+$24K	0.03%	219