Gryphon Financial Partners’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 | $512K | Buy |
4,291
+351
| +9% | +$41.9K | 0.07% | 180 |
|
|
2025
Q1 | $487K | Buy |
3,940
+54
| +1% | +$6.67K | 0.07% | 169 |
|
|
2024
Q4 | $443K | Sell |
3,886
-124
| -3% | -$14.1K | 0.06% | 165 |
|
|
2024
Q3 | $527K | Sell |
4,010
-6
| -0.1% | -$789 | 0.07% | 166 |
|
|
2024
Q2 | $567K | Sell |
4,016
-125
| -3% | -$17.6K | 0.08% | 152 |
|
|
2024
Q1 | $676K | Sell |
4,141
-25
| -0.6% | -$4.08K | 0.11% | 121 |
|
|
2023
Q4 | $546K | Buy |
4,166
+426
| +11% | +$55.9K | 0.1% | 138 |
|
|
2023
Q3 | $449K | Buy |
3,740
+3
| +0.1% | +$360 | 0.1% | 102 |
|
|
2023
Q2 | $356K | Buy |
3,737
+267
| +8% | +$25.5K | 0.08% | 130 |
|
|
2023
Q1 | $352K | Buy |
3,470
+22
| +0.6% | +$2.23K | 0.08% | 134 |
|
|
2022
Q4 | $359K | Sell |
3,448
-7
| -0.2% | -$728 | 0.09% | 134 |
|
|
2022
Q3 | $278K | Sell |
3,455
-1
| -0% | -$80 | 0.07% | 154 |
|
|
2022
Q2 | $282K | Buy |
3,456
+172
| +5% | +$14K | 0.07% | 149 |
|
|
2022
Q1 | $284K | Buy |
+3,284
| New | +$284K | 0.06% | 159 |
|
|
2018
Q4 | – | Sell |
-1,787
| Closed | -$201K | – | 221 |
|
|
2018
Q3 | $201K | Buy |
1,787
+1,199
| +204% | +$135K | 0.06% | 147 |
|
|
2018
Q2 | $66K | Sell |
588
-4
| -0.7% | -$449 | 0.03% | 185 |
|
|
2018
Q1 | $56K | Sell |
592
-286
| -33% | -$27.1K | 0.03% | 208 |
|
|
2017
Q4 | $89K | Buy |
+878
| New | +$89K | 0.05% | 158 |
|