GW Henssler & Associates’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 | $474K | Sell |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $29.9M | Sell |
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|
2024
Q1 | $36.1M | Sell |
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|
2023
Q4 | $30.8M | Sell |
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|
2023
Q3 | $28.8M | Sell |
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|
2023
Q2 | $23.4M | Sell |
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|
2023
Q1 | $25M | Sell |
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|
2022
Q4 | $26.2M | Sell |
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|
2022
Q3 | $20.5M | Buy |
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|
2022
Q2 | $20.8M | Buy |
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|
2022
Q1 | $21.9M | Buy |
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|
2021
Q4 | $17.9M | Sell |
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|
2021
Q3 | $18.8M | Sell |
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|
2021
Q2 | $31.7M | Buy |
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|
2021
Q1 | $29.3M | Buy |
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|
2020
Q4 | $23.7M | Sell |
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|
2020
Q3 | $18M | Buy |
|