TCWA
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Turtle Creek Wealth Advisors’s Phillips 66 PSX Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-890
Closed -$118K – 669
2023
Q4 		$118K Buy
+890
New +$118K 0.03% 181