Garrett Wealth Advisory Group’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
Q3
$906K Hold
2025
Q2
$794K Hold
2025
Q1
$822K Buy
2024
Q4
$731K Buy
2024
Q3
$824K Buy
2024
Q2
$873K Buy
2019
Q4
Sell
2019
Q3
$15.1K Buy