Greenwood Gearhart’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,665
| Closed | -$219K | – | 136 |
|
|
2024
Q3 | $219K | Hold |
1,665
| – | – | 0.02% | 101 |
|
|
2024
Q2 | $235K | Hold |
1,665
| – | – | 0.02% | 98 |
|
|
2024
Q1 | $272K | Hold |
1,665
| – | – | 0.03% | 90 |
|
|
2023
Q4 | $222K | Hold |
1,665
| – | – | 0.02% | 90 |
|
|
2023
Q3 | $200K | Buy |
+1,665
| New | +$200K | 0.02% | 97 |
|
|
2023
Q1 | – | Sell |
-2,470
| Closed | -$257K | – | 97 |
|
|
2022
Q4 | $257K | Buy |
+2,470
| New | +$257K | 0.04% | 90 |
|
|
2022
Q2 | – | Sell |
-2,370
| Closed | -$205K | – | 97 |
|
|
2022
Q1 | $205K | Buy |
+2,370
| New | +$205K | 0.03% | 97 |
|
|
2015
Q1 | – | Sell |
-24,778
| Closed | -$1.78M | – | 51 |
|
|
2014
Q4 | $1.78M | Sell |
24,778
-150
| -0.6% | -$10.8K | 0.79% | 45 |
|
|
2014
Q3 | $2.03M | Sell |
24,928
-451
| -2% | -$36.7K | 0.93% | 47 |
|
|
2014
Q2 | $2.04M | Sell |
25,379
-488
| -2% | -$39.2K | 0.99% | 44 |
|
|
2014
Q1 | $1.99M | Sell |
25,867
-116
| -0.4% | -$8.94K | 0.99% | 48 |
|
|
2013
Q4 | $2M | Sell |
25,983
-245
| -0.9% | -$18.9K | 1.04% | 47 |
|
|
2013
Q3 | $1.52M | Sell |
26,228
-132
| -0.5% | -$7.64K | 0.88% | 48 |
|
|
2013
Q2 | $1.55M | Buy |
+26,360
| New | +$1.55M | 0.95% | 49 |
|