Guardian Wealth 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
2025
Q2
$542K Sell
2025
Q1
$681K Sell
2024
Q4
$718K Sell
2024
Q3
$1.34M Sell
2024
Q2
$1.51M Sell
2024
Q1
$1.77M Sell
2023
Q4
$1.49M Sell
2023
Q3
$1.41M Buy
2023
Q2
$1.11M Buy
2023
Q1
$1.16M Sell
2022
Q4
$1.2M Sell
2022
Q3
$1.18M Sell
2022
Q2
$1.2M Buy
2022
Q1
$1.26M Buy
2021
Q4
$1.01M Buy