WealthTrak 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	$2.39K	Sell	20 -23	-53%	-$2.74K	﹤0.01%	413
2025 Q1	$5.31K	Buy	43 +27	+169%	+$3.33K	﹤0.01%	229
2024 Q4	$1.82K	Buy	+16	New	+$1.82K	﹤0.01%	337