Gilman Hill Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,178
| Closed | -$356K | – | 222 |
|
|
2024
Q1 | $356K | Hold |
2,178
| – | – | 0.06% | 158 |
|
|
2023
Q4 | $290K | Hold |
2,178
| – | – | 0.05% | 169 |
|
|
2023
Q3 | $262K | Sell |
2,178
-59
| -3% | -$7.09K | 0.05% | 170 |
|
|
2023
Q2 | $213K | Hold |
2,237
| – | – | 0.04% | 203 |
|
|
2023
Q1 | $227K | Hold |
2,237
| – | – | 0.05% | 186 |
|
|
2022
Q4 | $233K | Buy |
+2,237
| New | +$233K | 0.05% | 194 |
|