Surience Private Wealth’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-24,976	Closed	-$4.08M	–	37
2024 Q1	$4.08M	Buy	+24,976	New	+$4.08M	3.86%	6