GPS Wealth Strategies Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $755K | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $3.12M | Sell |
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|
2024
Q1 | $3.84M | Sell |
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|
2023
Q4 | $3.36M | Buy |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $2.41M | Sell |
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|
2023
Q1 | $2.62M | Buy |
|
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|
2022
Q4 | $2.61M | Buy |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $2.01M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $44K | Hold |
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|
2021
Q1 | $42K | Buy |
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