GFPC
Global Financial Private Client’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,102
| Closed | -$136K | – | 1260 |
|
|
2025
Q1 | $136K | Buy |
1,102
+24
| +2% | +$2.96K | 0.05% | 237 |
|
|
2024
Q4 | $123K | Sell |
1,078
-15
| -1% | -$1.71K | 0.05% | 238 |
|
|
2024
Q3 | $144K | Sell |
1,093
-3,295
| -75% | -$433K | 0.06% | 219 |
|
|
2024
Q2 | $620K | Buy |
4,388
+232
| +6% | +$32.8K | 0.26% | 106 |
|
|
2024
Q1 | $679K | Buy |
4,156
+3,169
| +321% | +$518K | 0.29% | 95 |
|
|
2023
Q4 | $131K | Hold |
987
| – | – | 0.06% | 201 |
|
|
2023
Q3 | $117K | Hold |
987
| – | – | 0.06% | 203 |
|
|
2023
Q2 | $94.4K | Hold |
987
| – | – | 0.05% | 224 |
|
|
2023
Q1 | $102K | Hold |
987
| – | – | 0.05% | 208 |
|
|
2022
Q4 | $103K | Hold |
987
| – | – | 0.06% | 196 |
|
|
2022
Q3 | $83.5K | Hold |
987
| – | – | 0.05% | 212 |
|
|
2022
Q2 | $83.3K | Hold |
987
| – | – | 0.05% | 208 |
|
|
2022
Q1 | $84.8K | Hold |
987
| – | – | 0.04% | 215 |
|
|
2021
Q4 | $71.5K | Hold |
987
| – | – | 0.03% | 239 |
|
|
2021
Q3 | $71.6K | Hold |
987
| – | – | 0.04% | 215 |
|
|
2021
Q2 | $86K | Hold |
987
| – | – | 0.05% | 196 |
|
|
2021
Q1 | $82.1K | Hold |
987
| – | – | 0.06% | 171 |
|
|
2020
Q4 | $69K | Buy |
987
+12
| +1% | +$839 | 0.05% | 163 |
|
|
2020
Q3 | $49K | Hold |
975
| – | – | 0.04% | 191 |
|
|
2020
Q2 | $67.4K | Hold |
975
| – | – | 0.06% | 181 |
|
|
2020
Q1 | $48.3K | Hold |
975
| – | – | 0.05% | 214 |
|
|
2019
Q4 | $109K | Buy |
+975
| New | +$109K | 0.09% | 154 |
|