GIM
Goelzer Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
2,270
-50
| -2% | -$5.97K | 0.01% | 229 |
|
|
2025
Q1 | $286K | Hold |
2,320
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $264K | Hold |
2,320
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $305K | Sell |
2,320
-185
| -7% | -$24.3K | 0.02% | 207 |
|
|
2024
Q2 | $354K | Hold |
2,505
| – | – | 0.02% | 200 |
|
|
2024
Q1 | $409K | Buy |
2,505
+475
| +23% | +$77.6K | 0.02% | 195 |
|
|
2023
Q4 | $270K | Buy |
+2,030
| New | +$270K | 0.02% | 218 |
|