Gleason Group’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 | $91.6K | Buy |
768
+8
| +1% | +$954 | 0.01% | 90 |
|
|
2025
Q1 | $93.8K | Buy |
760
+7
| +0.9% | +$864 | 0.02% | 87 |
|
|
2024
Q4 | $85.8K | Buy |
753
+7
| +0.9% | +$797 | 0.02% | 92 |
|
|
2024
Q3 | $98.1K | Buy |
746
+6
| +0.8% | +$789 | 0.02% | 87 |
|
|
2024
Q2 | $105K | Buy |
740
+6
| +0.8% | +$847 | 0.02% | 86 |
|
|
2024
Q1 | $120K | Buy |
734
+5
| +0.7% | +$817 | 0.03% | 83 |
|
|
2023
Q4 | $97.1K | Buy |
729
+6
| +0.8% | +$799 | 0.02% | 89 |
|
|
2023
Q3 | $86.9K | Buy |
723
+7
| +1% | +$841 | 0.02% | 94 |
|
|
2023
Q2 | $68.3K | Buy |
716
+8
| +1% | +$763 | 0.02% | 106 |
|
|
2023
Q1 | $71.8K | Buy |
708
+7
| +1% | +$710 | 0.02% | 99 |
|
|
2022
Q4 | $73K | Buy |
701
+7
| +1% | +$729 | 0.02% | 97 |
|
|
2022
Q3 | $56K | Buy |
694
+7
| +1% | +$565 | 0.02% | 103 |
|
|
2022
Q2 | $56K | Buy |
687
+6
| +0.9% | +$489 | 0.02% | 108 |
|
|
2022
Q1 | $59K | Buy |
681
+8
| +1% | +$693 | 0.02% | 109 |
|
|
2021
Q4 | $49K | Buy |
673
+9
| +1% | +$655 | 0.02% | 111 |
|
|
2021
Q3 | $47K | Buy |
664
+258
| +64% | +$18.3K | 0.02% | 116 |
|
|
2021
Q2 | $35K | Buy |
406
+4
| +1% | +$345 | 0.01% | 122 |
|
|
2021
Q1 | $33K | Buy |
402
+5
| +1% | +$410 | 0.01% | 114 |
|
|
2020
Q4 | $28K | Buy |
397
+5
| +1% | +$353 | 0.01% | 116 |
|
|
2020
Q3 | $20K | Buy |
392
+6
| +2% | +$306 | 0.01% | 120 |
|
|
2020
Q2 | $28K | Buy |
386
+4
| +1% | +$290 | 0.02% | 109 |
|
|
2020
Q1 | $20K | Buy |
382
+5
| +1% | +$262 | 0.02% | 118 |
|
|
2019
Q4 | $42K | Buy |
+377
| New | +$42K | 0.03% | 109 |
|