Secured Retirement Advisors’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,533	Closed	-$202K	–	150
2024 Q3	$202K	Sell	1,533 -181	-11%	-$23.8K	0.15%	118
2024 Q2	$242K	Buy	1,714 +67	+4%	+$9.46K	0.19%	105
2024 Q1	$269K	Sell	1,647 -6,270	-79%	-$1.02M	0.23%	96
2023 Q4	$1.05M	Buy	+7,917	New	+$1.05M	1.01%	41