Roosevelt Investment Group’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	$281K	Buy	3,486 +110	+3%	+$8.87K	0.02%	234
2022 Q2	$277K	Buy	3,376 +56	+2%	+$4.6K	0.02%	231
2022 Q1	$287K	Buy	+3,320	New	+$287K	0.02%	243