Waterloo Capital’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	$259K	Buy	2,175 +318	+17%	+$37.9K	0.02%	385
2025 Q1	$229K	Buy	+1,857	New	+$229K	0.02%	361
2024 Q2	–	Sell	-2,269	Closed	-$371K	–	385
2024 Q1	$371K	Buy	+2,269	New	+$371K	0.05%	257