GPA
Garrison Point Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Hold |
4,980
| – | – | 0.27% | 90 |
|
|
2025
Q1 | $615K | Buy |
4,980
+25
| +0.5% | +$3.09K | 0.3% | 87 |
|
|
2024
Q4 | $565K | Hold |
4,955
| – | – | 0.27% | 92 |
|
|
2024
Q3 | $651K | Hold |
4,955
| – | – | 0.4% | 76 |
|
|
2024
Q2 | $699K | Sell |
4,955
-5
| -0.1% | -$706 | 0.46% | 67 |
|
|
2024
Q1 | $810K | Hold |
4,960
| – | – | 0.52% | 63 |
|
|
2023
Q4 | $660K | Hold |
4,960
| – | – | 0.47% | 66 |
|
|
2023
Q3 | $596K | Sell |
4,960
-15
| -0.3% | -$1.8K | 0.46% | 72 |
|
|
2023
Q2 | $475K | Hold |
4,975
| – | – | 0.34% | 92 |
|
|
2023
Q1 | $504K | Sell |
4,975
-100
| -2% | -$10.1K | 0.38% | 84 |
|
|
2022
Q4 | $528K | Sell |
5,075
-30
| -0.6% | -$3.12K | 0.43% | 84 |
|
|
2022
Q3 | $412K | Hold |
5,105
| – | – | 0.37% | 87 |
|
|
2022
Q2 | $419K | Sell |
5,105
-300
| -6% | -$24.6K | 0.35% | 91 |
|
|
2022
Q1 | $467K | Hold |
5,405
| – | – | 0.33% | 92 |
|
|
2021
Q4 | $392K | Hold |
5,405
| – | – | 0.26% | 111 |
|
|
2021
Q3 | $379K | Hold |
5,405
| – | – | 0.28% | 108 |
|
|
2021
Q2 | $464K | Hold |
5,405
| – | – | 0.33% | 92 |
|
|
2021
Q1 | $441K | Sell |
5,405
-300
| -5% | -$24.5K | 0.34% | 91 |
|
|
2020
Q4 | $399K | Sell |
5,705
-1,165
| -17% | -$81.5K | 0.32% | 97 |
|
|
2020
Q3 | $356K | Sell |
6,870
-2,530
| -27% | -$131K | 0.32% | 97 |
|
|
2020
Q2 | $676K | Sell |
9,400
-422
| -4% | -$30.3K | 0.67% | 52 |
|
|
2020
Q1 | $527K | Sell |
9,822
-2,725
| -22% | -$146K | 0.64% | 55 |
|
|
2019
Q4 | $1.4M | Hold |
12,547
| – | – | 1.28% | 29 |
|
|
2019
Q3 | $1.29M | Hold |
12,547
| – | – | 1.27% | 29 |
|
|
2019
Q2 | $1.17M | Buy |
12,547
+140
| +1% | +$13.1K | 1.18% | 29 |
|
|
2019
Q1 | $1.18M | Sell |
12,407
-180
| -1% | -$17.1K | 1.23% | 27 |
|
|
2018
Q4 | $1.08M | Buy |
+12,587
| New | +$1.08M | 1.34% | 25 |
|