Vivid Wealth Management’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	-3,828	Closed	-$625K	–	80
2024 Q1	$625K	Sell	3,828 -30	-0.8%	-$4.9K	0.39%	49
2023 Q4	$514K	Buy	+3,858	New	+$514K	0.35%	53