GM Advisory 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
$323K Buy
+2,705
New +$323K 0.02% 232
2020
Q2
Sell
-7,439
Closed -$399K 185
2020
Q1
$399K Buy
+7,439
New +$399K 0.11% 82