Waterway 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	-2,471	Closed	-$404K	–	72
2024 Q1	$404K	Hold	2,471	–	–	0.18%	48
2023 Q4	$329K	Buy	+2,471	New	+$329K	0.14%	51