GeoWealth Management’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 | $181K | Buy |
1,515
+60
| +4% | +$7.16K | 0.01% | 691 |
|
|
2025
Q1 | $180K | Sell |
1,455
-650
| -31% | -$80.3K | 0.01% | 684 |
|
|
2024
Q4 | $240K | Sell |
2,105
-159
| -7% | -$18.1K | 0.01% | 690 |
|
|
2024
Q3 | $298K | Sell |
2,264
-268
| -11% | -$35.2K | 0.01% | 606 |
|
|
2024
Q2 | $357K | Sell |
2,532
-10,009
| -80% | -$1.41M | 0.02% | 528 |
|
|
2024
Q1 | $2.05M | Buy |
12,541
+10,920
| +674% | +$1.78M | 0.08% | 173 |
|
|
2023
Q4 | $216K | Buy |
+1,621
| New | +$216K | 0.02% | 490 |
|
|
2019
Q4 | – | Sell |
-2,278
| Closed | -$234K | – | 175 |
|
|
2019
Q3 | $234K | Buy |
+2,278
| New | +$234K | 0.05% | 183 |
|