McGowan Group Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
1,893
| – | – | 0.03% | 118 |
|
|
2025
Q1 | $234K | Hold |
1,893
| – | – | 0.03% | 116 |
|
|
2024
Q4 | $216K | Hold |
1,893
| – | – | 0.03% | 120 |
|
|
2024
Q3 | $249K | Hold |
1,893
| – | – | 0.03% | 110 |
|
|
2024
Q2 | $267K | Sell |
1,893
-128
| -6% | -$18.1K | 0.04% | 107 |
|
|
2024
Q1 | $330K | Hold |
2,021
| – | – | 0.05% | 101 |
|
|
2023
Q4 | $269K | Buy |
2,021
+2
| +0.1% | +$266 | 0.04% | 111 |
|
|
2023
Q3 | $243K | Buy |
+2,019
| New | +$243K | 0.04% | 117 |
|
|
2023
Q2 | – | Sell |
-2,012
| Closed | -$204K | – | 138 |
|
|
2023
Q1 | $204K | Hold |
2,012
| – | – | 0.03% | 135 |
|
|
2022
Q4 | $209K | Buy |
+2,012
| New | +$209K | 0.03% | 132 |
|