Regatta Capital Group’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,506	Closed	-$246K	–	188
2024 Q1	$246K	Buy	+1,506	New	+$246K	0.06%	161