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Resonant Capital Advisors’s Phillips 66 PSX Stock Holding History

Resonant Capital Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,954
Closed -$329K – 206
2019
Q4 		$329K Buy
+2,954
New +$329K 0.1% 169