Gries Financial’s Phillips 66 PSX Stock Holding History

Gries Financial’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Buy
2023 Q2	–	Sell
2023 Q1	$2.08M	Sell
2022 Q4	$2.3M	Buy
2022 Q3	$1.19M	Buy
2022 Q2	$1.16M	Buy
2022 Q1	$1.2M	Buy
2021 Q4	$678K	Buy
2021 Q3	–	Sell
2021 Q2	$328K	Buy
2021 Q1	$375K	Buy