Stamos Capital Partners’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,490	Closed	-$524K	–	175
2022 Q3	$524K	Buy	6,490 +3,610	+125%	+$291K	0.13%	121
2022 Q2	$236K	Buy	+2,880	New	+$236K	0.07%	112
2020 Q2	–	Sell	-4,808	Closed	-$258K	–	80
2020 Q1	$258K	Buy	+4,808	New	+$258K	0.14%	77