Rakuten Investment Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$4.6M	Buy	+37,747	New	+$4.6M	0.02%	223
2024 Q3	$3.12M	Buy	23,817 +5,713	+32%	+$749K	0.02%	165
2024 Q2	$2.52M	Buy	18,104 +6,455	+55%	+$900K	0.02%	149
2024 Q1	$1.9M	Buy	11,649 +10,558	+968%	+$1.72M	0.01%	134
2023 Q4	$145K	Buy	+1,091	New	+$145K	﹤0.01%	138