GWA
Gratus Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
3,892
+24
| +0.6% | +$2.86K | 0.07% | 94 |
|
|
2025
Q1 | $478K | Buy |
3,868
+1,091
| +39% | +$135K | 0.08% | 91 |
|
|
2024
Q4 | $316K | Buy |
2,777
+14
| +0.5% | +$1.6K | 0.05% | 106 |
|
|
2024
Q3 | $383K | Buy |
2,763
+550
| +25% | +$76.2K | 0.06% | 101 |
|
|
2024
Q2 | $306K | Buy |
2,213
+774
| +54% | +$107K | 0.05% | 108 |
|
|
2024
Q1 | $221K | Buy |
+1,439
| New | +$221K | 0.04% | 128 |
|