Glass Wealth 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 | $3.31M | Sell |
27,734
-495
| -2% | -$59.1K | 1.76% | 18 |
|
|
2025
Q1 | $3.49M | Sell |
28,229
-1,880
| -6% | -$232K | 2.09% | 18 |
|
|
2024
Q4 | $3.43M | Sell |
30,109
-630
| -2% | -$71.8K | 1.86% | 16 |
|
|
2024
Q3 | $4.04M | Buy |
30,739
+1,295
| +4% | +$170K | 2.23% | 14 |
|
|
2024
Q2 | $4.16M | Buy |
29,444
+244
| +0.8% | +$34.4K | 2.43% | 12 |
|
|
2024
Q1 | $4.77M | Buy |
+29,200
| New | +$4.77M | 2.91% | 9 |
|