Golden State Wealth Management’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 | $131K | Buy |
1,102
+330
| +43% | +$39.4K | 0.02% | 426 |
|
|
2025
Q1 | $95.4K | Buy |
772
+97
| +14% | +$12K | 0.01% | 454 |
|
|
2024
Q4 | $77K | Buy |
+675
| New | +$77K | 0.01% | 483 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 450 |
|
|
2020
Q2 | – | Sell |
-876
| Closed | -$47K | – | 700 |
|
|
2020
Q1 | $47K | Buy |
+876
| New | +$47K | 0.02% | 371 |
|
|
2019
Q4 | – | Sell |
-1,388
| Closed | -$142K | – | 690 |
|
|
2019
Q3 | $142K | Buy |
1,388
+791
| +132% | +$80.9K | 0.05% | 255 |
|
|
2019
Q2 | $55K | Sell |
597
-59
| -9% | -$5.44K | 0.02% | 436 |
|
|
2019
Q1 | $62K | Buy |
+656
| New | +$62K | 0.02% | 400 |
|