Regency Capital Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-39,835
Closed -$3.27M 74
2022
Q2
$3.27M Buy
39,835
+7,332
+23% +$601K 3.51% 13
2022
Q1
$2.81M Buy
+32,503
New +$2.81M 2.04% 17