TPG Financial 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 Q2	–	Sell	-10,251	Closed	-$550K	–	43
2020 Q1	$550K	Hold	10,251	–	–	0.55%	25
2019 Q4	$1.14M	Buy	+10,251	New	+$1.14M	0.94%	20