Geller Advisors’s Phillips 66 PSX Stock Holding History

Geller Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$418K	Sell
2024 Q1	$487K	Buy
2023 Q4	$386K	Sell
2023 Q3	$349K	Sell
2023 Q2	$281K	Buy