Ranch Capital Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-238
Closed -$12K 965
2020
Q1
$12K Sell
238
-266
-53% -$13.4K 0.01% 554
2019
Q4
$56K Buy
+504
New +$56K 0.05% 304