Groesbeck Investment Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$366K Sell
2023
Q2
$353K Sell
2023
Q1
$491K Hold
2022
Q4
$503K Sell
2022
Q3
$471K Hold
2022
Q2
$471K Sell
2022
Q1
$496K Buy