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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72.3K | Sell |
397
-16
| -4% | -$2.51K | 0.01% | 258 |
|
|
2025
Q4 | $53.3K | Sell |
413
-78
| -16% | -$10.5K | 0.01% | 245 |
|
|
2025
Q3 | $133K | Buy |
+491
| New | +$62.9K | 0.03% | 187 |
|
|
2025
Q1 | $49K | Buy |
+397
| New | +$48.9K | 0.01% | 306 |
|
|
2024
Q2 | $56K | Sell |
397
-438
| -52% | -$64.8K | 0.01% | 248 |
|
|
2024
Q1 | $125K | Sell |
835
-3,936
| -82% | -$567K | 0.02% | 256 |
|
|
2023
Q4 | $406K | Buy |
4,771
+400
| +9% | +$47.8K | ﹤0.01% | 458 |
|
|
2023
Q3 | $353K | Buy |
4,371
+4,276
| +4,501% | +$480K | ﹤0.01% | 452 |
|
|
2023
Q2 | $13.6K | Sell |
95
-6
| -6% | -$583 | 0.04% | 220 |
|
|
2023
Q1 | $3.08K | Sell |
101
-3
| -3% | -$305 | 0.09% | 237 |
|
|
2022
Q4 | $1.1K | Sell |
104
-1,192
| -92% | -$122K | 0.01% | 651 |
|
|
2022
Q3 | $2.37K | Sell |
1,296
-180
| -12% | -$15.3K | 0.08% | 248 |
|
|
2022
Q2 | $2.48K | Sell |
1,476
-282
| -16% | -$26.1K | 0.08% | 257 |
|
|
2022
Q1 | $3.74K | Buy |
+1,758
| New | +$148K | 0.1% | 173 |
|
|
2020
Q2 | – | Sell |
-1,568
| Closed | -$175 | – | 677 |
|
|
2020
Q1 | $175 | Buy |
1,568
+2
| +0.1% | +$163 | ﹤0.01% | 773 |
|
|
2019
Q4 | $174K | Sell |
1,566
-2
| -0.1% | -$225 | 0.12% | 146 |
|
|
2019
Q3 | $161K | Hold |
1,568
| – | – | 0.14% | 143 |
|
|
2019
Q2 | $147K | Sell |
1,568
-10
| -0.6% | -$897 | 0.12% | 182 |
|
|
2019
Q1 | $150K | Buy |
+1,578
| New | +$150K | 0.12% | 167 |
|
|
2018
Q3 | $353K | Buy |
3,525
+1,993
| +130% | +$230K | 0.37% | 44 |
|
|
2018
Q2 | $188K | Buy |
1,532
+972
| +174% | +$109K | 0.18% | 135 |
|
|
2018
Q1 | $64K | Buy |
+560
| New | +$54.5K | 0.07% | 256 |
|
Other funds holding PSX
VCM
VPM
EIM
