TruNorth Capital Management’s Phillips 66 PSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.9K	Sell	150 -39	-21%	-$4.65K	﹤0.01%	252
2025 Q1	$23.3K	Hold	189	–	–	0.01%	287
2024 Q4	$21.5K	Buy	189 +39	+26%	+$4.44K	0.01%	224
2024 Q3	$19.7K	Hold	150	–	–	0.01%	232
2024 Q2	$21.2K	Buy	+150	New	+$21.2K	0.01%	196