GWSG
GPS Wealth Strategies Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
3,980
-673
| -14% | -$80.3K | 0.05% | 187 |
|
|
2025
Q1 | $575K | Sell |
4,653
-1,976
| -30% | -$244K | 0.08% | 156 |
|
|
2024
Q4 | $755K | Sell |
6,629
-6,124
| -48% | -$698K | 0.1% | 129 |
|
|
2024
Q3 | $1.68M | Sell |
12,753
-9,348
| -42% | -$1.23M | 0.22% | 78 |
|
|
2024
Q2 | $3.12M | Sell |
22,101
-1,403
| -6% | -$198K | 0.47% | 34 |
|
|
2024
Q1 | $3.84M | Sell |
23,504
-1,759
| -7% | -$287K | 0.62% | 25 |
|
|
2023
Q4 | $3.36M | Buy |
25,263
+33
| +0.1% | +$4.39K | 0.61% | 29 |
|
|
2023
Q3 | $3.03M | Buy |
25,230
+14
| +0.1% | +$1.68K | 0.58% | 32 |
|
|
2023
Q2 | $2.41M | Sell |
25,216
-634
| -2% | -$60.5K | 0.45% | 43 |
|
|
2023
Q1 | $2.62M | Buy |
25,850
+753
| +3% | +$76.3K | 0.54% | 35 |
|
|
2022
Q4 | $2.61M | Buy |
25,097
+359
| +1% | +$37.4K | 0.78% | 35 |
|
|
2022
Q3 | $2M | Buy |
24,738
+225
| +0.9% | +$18.2K | 0.5% | 40 |
|
|
2022
Q2 | $2.01M | Buy |
24,513
+6,399
| +35% | +$525K | 0.52% | 44 |
|
|
2022
Q1 | $1.57M | Buy |
18,114
+17,864
| +7,146% | +$1.54M | 0.35% | 47 |
|
|
2021
Q4 | $18K | Sell |
250
-266
| -52% | -$19.2K | ﹤0.01% | 617 |
|
|
2021
Q3 | $36K | Hold |
516
| – | – | 0.01% | 455 |
|
|
2021
Q2 | $44K | Hold |
516
| – | – | 0.01% | 433 |
|
|
2021
Q1 | $42K | Buy |
+516
| New | +$42K | 0.01% | 412 |
|