GA
Geller Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,961
| Closed | -$418K | – | 279 |
|
|
2024
Q2 | $418K | Sell |
2,961
-20
| -0.7% | -$2.82K | 0.03% | 162 |
|
|
2024
Q1 | $487K | Buy |
2,981
+83
| +3% | +$13.6K | 0.04% | 145 |
|
|
2023
Q4 | $386K | Sell |
2,898
-4
| -0.1% | -$533 | 0.04% | 167 |
|
|
2023
Q3 | $349K | Sell |
2,902
-44
| -1% | -$5.29K | 0.04% | 164 |
|
|
2023
Q2 | $281K | Buy |
+2,946
| New | +$281K | 0.04% | 193 |
|