Zega Financial’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
-2,906
Closed -$475K 124
2024
Q1
$475K Buy
2,906
+897
+45% +$147K 0.16% 61
2023
Q4
$267K Buy
+2,009
New +$267K 0.09% 78