Gilliland Jeter Wealth Management’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
$314K Sell
2025
Q2
$277K Hold
2025
Q1
$286K Hold
2024
Q4
$264K Sell
2024
Q3
$349K Hold
2024
Q2
$375K Sell
2024
Q1
$462K Hold
2023
Q4
$377K Buy