GWM
Guardian Wealth Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
4,546
-967
| -18% | -$115K | 0.36% | 51 |
|
|
2025
Q1 | $681K | Sell |
5,513
-787
| -12% | -$97.2K | 0.45% | 50 |
|
|
2024
Q4 | $718K | Sell |
6,300
-3,898
| -38% | -$444K | 0.49% | 50 |
|
|
2024
Q3 | $1.34M | Sell |
10,198
-507
| -5% | -$66.6K | 0.95% | 38 |
|
|
2024
Q2 | $1.51M | Sell |
10,705
-141
| -1% | -$19.9K | 1.16% | 30 |
|
|
2024
Q1 | $1.77M | Sell |
10,846
-319
| -3% | -$52.1K | 1.36% | 29 |
|
|
2023
Q4 | $1.49M | Sell |
11,165
-549
| -5% | -$73.1K | 1.26% | 33 |
|
|
2023
Q3 | $1.41M | Buy |
11,714
+55
| +0.5% | +$6.61K | 1.32% | 32 |
|
|
2023
Q2 | $1.11M | Buy |
11,659
+225
| +2% | +$21.5K | 1.02% | 42 |
|
|
2023
Q1 | $1.16M | Sell |
11,434
-134
| -1% | -$13.6K | 1.12% | 37 |
|
|
2022
Q4 | $1.2M | Sell |
11,568
-3,052
| -21% | -$318K | 1.19% | 35 |
|
|
2022
Q3 | $1.18M | Sell |
14,620
-46
| -0.3% | -$3.71K | 1.34% | 33 |
|
|
2022
Q2 | $1.2M | Buy |
14,666
+103
| +0.7% | +$8.44K | 1.29% | 35 |
|
|
2022
Q1 | $1.26M | Buy |
14,563
+577
| +4% | +$49.8K | 1.25% | 34 |
|
|
2021
Q4 | $1.01M | Buy |
+13,986
| New | +$1.01M | 0.98% | 45 |
|