Riverbend Wealth 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 Q2	$405K	Buy	3,395 +149	+5%	+$17.8K	0.31%	87
2025 Q1	$401K	Buy	3,246 +108	+3%	+$13.3K	0.36%	79
2024 Q4	$360K	Buy	+3,138	New	+$360K	0.32%	82