GJWM
Gilliland Jeter Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
2,318
| – | – | 0.09% | 147 |
|
|
2025
Q1 | $286K | Hold |
2,318
| – | – | 0.1% | 146 |
|
|
2024
Q4 | $264K | Sell |
2,318
-335
| -13% | -$38.2K | 0.09% | 149 |
|
|
2024
Q3 | $349K | Hold |
2,653
| – | – | 0.11% | 135 |
|
|
2024
Q2 | $375K | Sell |
2,653
-177
| -6% | -$25K | 0.13% | 122 |
|
|
2024
Q1 | $462K | Hold |
2,830
| – | – | 0.16% | 116 |
|
|
2023
Q4 | $377K | Buy |
+2,830
| New | +$377K | 0.16% | 117 |
|