Glass 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
$4.23M Buy
2025
Q2
$3.31M Sell
2025
Q1
$3.49M Sell
2024
Q4
$3.43M Sell
2024
Q3
$4.04M Buy
2024
Q2
$4.16M Buy
2024
Q1
$4.77M Buy