GW&K Investment Management’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 | $38K | Buy |
319
+80
| +33% | +$9.53K | ﹤0.01% | 554 |
|
|
2025
Q1 | $30K | Buy |
239
+37
| +18% | +$4.64K | ﹤0.01% | 569 |
|
|
2024
Q4 | $23K | Buy |
202
+13
| +7% | +$1.48K | ﹤0.01% | 593 |
|
|
2024
Q3 | $25K | Buy |
189
+10
| +6% | +$1.32K | ﹤0.01% | 572 |
|
|
2024
Q2 | $25K | Buy |
179
+22
| +14% | +$3.07K | ﹤0.01% | 526 |
|
|
2024
Q1 | $26K | Sell |
157
-6
| -4% | -$994 | ﹤0.01% | 500 |
|
|
2023
Q4 | $22K | Sell |
163
-17
| -9% | -$2.29K | ﹤0.01% | 498 |
|
|
2023
Q3 | $22K | Buy |
180
+6
| +3% | +$733 | ﹤0.01% | 473 |
|
|
2023
Q2 | $17K | Buy |
+174
| New | +$17K | ﹤0.01% | 497 |
|
|
2022
Q3 | – | Sell |
-88
| Closed | -$7K | – | 731 |
|
|
2022
Q2 | $7K | Buy |
88
+18
| +26% | +$1.43K | ﹤0.01% | 525 |
|
|
2022
Q1 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 521 |
|