GGA
Granite Group Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Hold |
3,087
| – | – | 0.22% | 46 |
|
|
2025
Q1 | $381K | Hold |
3,087
| – | – | 0.26% | 43 |
|
|
2024
Q4 | $352K | Sell |
3,087
-120
| -4% | -$13.7K | 0.22% | 45 |
|
|
2024
Q3 | $422K | Hold |
3,207
| – | – | 0.27% | 39 |
|
|
2024
Q2 | $453K | Hold |
3,207
| – | – | 0.34% | 40 |
|
|
2024
Q1 | $524K | Buy |
3,207
+120
| +4% | +$19.6K | 0.35% | 45 |
|
|
2023
Q4 | $461K | Buy |
+3,087
| New | +$461K | 0.33% | 51 |
|