GeoWealth Management’s Phillips 66 PSX Stock Holding History

GeoWealth Management’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
2025 Q2	$181K	Buy
2025 Q1	$180K	Sell
2024 Q4	$240K	Sell
2024 Q3	$298K	Sell
2024 Q2	$357K	Sell
2024 Q1	$2.05M	Buy
2023 Q4	$216K	Buy
2019 Q4	–	Sell
2019 Q3	$234K	Buy