GHP Investment Advisors’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 | $376K | Buy |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $648K | Buy |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $476K | Sell |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $825K | Sell |
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|
2019
Q3 | $759K | Sell |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $925K | Buy |
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|
2018
Q4 | $828K | Buy |
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|
2018
Q3 | $1.08M | Hold |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $930K | Sell |
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|
2017
Q4 | $990K | Hold |
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|
2017
Q3 | $896K | Sell |
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|
2017
Q2 | $811K | Buy |
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|
2017
Q1 | $776K | Sell |
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|
2016
Q4 | $855K | Buy |
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|
2016
Q3 | $790K | Hold |
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|
2016
Q2 | $778K | Sell |
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|
2016
Q1 | $859K | Buy |
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|
2015
Q4 | $801K | Buy |
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|
2015
Q3 | $753K | Buy |
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|
2015
Q2 | $721K | Buy |
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|
2015
Q1 | $667K | Buy |
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|
2014
Q4 | $580K | Buy |
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|
2014
Q3 | $595K | Sell |
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|
2014
Q2 | $595K | Buy |
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|
2014
Q1 | $570K | Hold |
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|
2013
Q4 | $571K | Hold |
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|
2013
Q3 | $428K | Buy |
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|
2013
Q2 | $436K | Buy |
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