Financial Gravity Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $49K | Buy |
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|
2024
Q2 | $56K | Sell |
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|
2024
Q1 | $125K | Sell |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $13.6K | Sell |
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|
2023
Q1 | $3.08K | Sell |
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|
2022
Q4 | $1.1K | Sell |
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|
2022
Q3 | $2.37K | Sell |
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|
2022
Q2 | $2.48K | Sell |
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|
2022
Q1 | $3.74K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $175 | Buy |
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|
2019
Q4 | $174K | Sell |
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|
2019
Q3 | $161K | Hold |
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|
2019
Q2 | $147K | Sell |
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|
2019
Q1 | $150K | Buy |
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|
2018
Q3 | $353K | Buy |
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|
2018
Q2 | $188K | Buy |
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|
2018
Q1 | $64K | Buy |
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