Great Lakes Retirement’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
13,265
+1,426
| +12% | +$170K | 0.19% | 114 |
|
|
2025
Q1 | $1.46M | Buy |
11,839
+935
| +9% | +$115K | 0.19% | 116 |
|
|
2024
Q4 | $1.24M | Buy |
10,904
+491
| +5% | +$55.9K | 0.16% | 135 |
|
|
2024
Q3 | $1.37M | Buy |
10,413
+127
| +1% | +$16.7K | 0.18% | 126 |
|
|
2024
Q2 | $1.45M | Buy |
10,286
+1,479
| +17% | +$209K | 0.2% | 100 |
|
|
2024
Q1 | $1.44M | Sell |
8,807
-19
| -0.2% | -$3.1K | 0.21% | 100 |
|
|
2023
Q4 | $1.18M | Buy |
+8,826
| New | +$1.18M | 0.19% | 112 |
|