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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Feb-24 6:28 PM View:  | Phillips 66 (PSX) | 15-Feb-24 | Purchase | 682 | $146.58 | $99,967.60 | 56% 1.22K to 1.9K | |
| 15-Feb-24 6:29 PM View: | Phillips 66 (PSX) | 13-Feb-24 | Grant | 1,218 | $144.97 | $176,573.00 | 100% 0 to 1.22K |