Gratus Wealth Advisors’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
$464K Buy
2025
Q1
$478K Buy
2024
Q4
$316K Buy
2024
Q3
$383K Buy
2024
Q2
$306K Buy
2024
Q1
$221K Buy