Greenwood Gearhart’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$219K Hold
2024
Q2
$235K Hold
2024
Q1
$272K Hold
2023
Q4
$222K Hold
2023
Q3
$200K Buy
2023
Q1
Sell
2022
Q4
$257K Buy
2022
Q2
Sell
2022
Q1
$205K Buy
2015
Q1
Sell
2014
Q4
$1.78M Sell
2014
Q3
$2.03M Sell
2014
Q2
$2.04M Sell
2014
Q1
$1.99M Sell
2013
Q4
$2M Sell
2013
Q3
$1.52M Sell
2013
Q2
$1.55M Buy