Garrett Wealth Advisory Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Hold |
6,658
| – | – | 0.17% | 41 |
|
|
2025
Q1 | $822K | Buy |
6,658
+243
| +4% | +$30K | 0.18% | 39 |
|
|
2024
Q4 | $731K | Buy |
6,415
+150
| +2% | +$17.1K | 0.17% | 38 |
|
|
2024
Q3 | $824K | Buy |
6,265
+81
| +1% | +$10.6K | 0.2% | 36 |
|
|
2024
Q2 | $873K | Buy |
+6,184
| New | +$873K | 0.32% | 30 |
|
|
2019
Q4 | – | Sell |
-147
| Closed | -$15.1K | – | 506 |
|
|
2019
Q3 | $15.1K | Buy |
+147
| New | +$15.1K | 0.01% | 235 |
|