Rowland Carmichael Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-4,959
Closed -$257K 388
2020
Q3
$257K Hold
4,959
0.1% 229
2020
Q2
$357K Hold
4,959
0.15% 168
2020
Q1
$266K Buy
+4,959
New +$266K 0.14% 187