13F

Position

Composition Wealth, LLC in Phillips 66

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $1.71M$129.04$182.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202532.8K$4.23M0.1%
Q1 202632.1K$5.85M$182.18$1.71M−$89.8K0.1%