GIA
GHP Investment Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
3,152
+79
| +3% | +$9.43K | 0.02% | 324 |
|
|
2025
Q1 | $379K | Hold |
3,073
| – | – | 0.02% | 321 |
|
|
2024
Q4 | $350K | Hold |
3,073
| – | – | 0.02% | 329 |
|
|
2024
Q3 | $404K | Sell |
3,073
-328
| -10% | -$43.1K | 0.02% | 319 |
|
|
2024
Q2 | $480K | Sell |
3,401
-567
| -14% | -$80K | 0.02% | 300 |
|
|
2024
Q1 | $648K | Buy |
3,968
+686
| +21% | +$112K | 0.03% | 291 |
|
|
2023
Q4 | $437K | Hold |
3,282
| – | – | 0.02% | 315 |
|
|
2023
Q3 | $363K | Sell |
3,282
-49
| -1% | -$5.42K | 0.02% | 320 |
|
|
2023
Q2 | $389K | Hold |
3,331
| – | – | 0.02% | 326 |
|
|
2023
Q1 | $338K | Hold |
3,331
| – | – | 0.02% | 325 |
|
|
2022
Q4 | $347K | Sell |
3,331
-200
| -6% | -$20.8K | 0.02% | 325 |
|
|
2022
Q3 | $285K | Buy |
3,531
+200
| +6% | +$16.1K | 0.02% | 325 |
|
|
2022
Q2 | $273K | Sell |
3,331
-210
| -6% | -$17.2K | 0.02% | 326 |
|
|
2022
Q1 | $306K | Hold |
3,541
| – | – | 0.02% | 319 |
|
|
2021
Q4 | $257K | Sell |
3,541
-99
| -3% | -$7.19K | 0.02% | 294 |
|
|
2021
Q3 | $255K | Sell |
3,640
-346
| -9% | -$24.2K | 0.02% | 283 |
|
|
2021
Q2 | $342K | Sell |
3,986
-237
| -6% | -$20.3K | 0.03% | 254 |
|
|
2021
Q1 | $344K | Sell |
4,223
-90
| -2% | -$7.33K | 0.03% | 251 |
|
|
2020
Q4 | $302K | Sell |
4,313
-805
| -16% | -$56.4K | 0.03% | 249 |
|
|
2020
Q3 | $265K | Sell |
5,118
-1,505
| -23% | -$77.9K | 0.03% | 244 |
|
|
2020
Q2 | $476K | Sell |
6,623
-190
| -3% | -$13.7K | 0.06% | 221 |
|
|
2020
Q1 | $366K | Sell |
6,813
-589
| -8% | -$31.6K | 0.06% | 236 |
|
|
2019
Q4 | $825K | Sell |
7,402
-9
| -0.1% | -$1K | 0.09% | 207 |
|
|
2019
Q3 | $759K | Sell |
7,411
-3,356
| -31% | -$344K | 0.09% | 202 |
|
|
2019
Q2 | $1.01M | Buy |
10,767
+1,050
| +11% | +$98.2K | 0.12% | 191 |
|
|
2019
Q1 | $925K | Buy |
9,717
+103
| +1% | +$9.81K | 0.12% | 188 |
|
|
2018
Q4 | $828K | Buy |
9,614
+1
| +0% | +$86 | 0.12% | 188 |
|
|
2018
Q3 | $1.08M | Hold |
9,613
| – | – | 0.14% | 174 |
|
|
2018
Q2 | $1.08M | Sell |
9,613
-84
| -0.9% | -$9.44K | 0.15% | 166 |
|
|
2018
Q1 | $930K | Sell |
9,697
-88
| -0.9% | -$8.44K | 0.13% | 179 |
|
|
2017
Q4 | $990K | Hold |
9,785
| – | – | 0.14% | 177 |
|
|
2017
Q3 | $896K | Sell |
9,785
-17
| -0.2% | -$1.56K | 0.14% | 182 |
|
|
2017
Q2 | $811K | Buy |
9,802
+6
| +0.1% | +$496 | 0.13% | 190 |
|
|
2017
Q1 | $776K | Sell |
9,796
-103
| -1% | -$8.16K | 0.13% | 184 |
|
|
2016
Q4 | $855K | Buy |
9,899
+91
| +0.9% | +$7.86K | 0.16% | 167 |
|
|
2016
Q3 | $790K | Hold |
9,808
| – | – | 0.16% | 163 |
|
|
2016
Q2 | $778K | Sell |
9,808
-113
| -1% | -$8.96K | 0.17% | 159 |
|
|
2016
Q1 | $859K | Buy |
9,921
+126
| +1% | +$10.9K | 0.19% | 141 |
|
|
2015
Q4 | $801K | Buy |
9,795
+1
| +0% | +$82 | 0.19% | 141 |
|
|
2015
Q3 | $753K | Buy |
9,794
+670
| +7% | +$51.5K | 0.19% | 142 |
|
|
2015
Q2 | $721K | Buy |
9,124
+641
| +8% | +$50.7K | 0.18% | 145 |
|
|
2015
Q1 | $667K | Buy |
8,483
+400
| +5% | +$31.5K | 0.17% | 152 |
|
|
2014
Q4 | $580K | Buy |
8,083
+762
| +10% | +$54.7K | 0.16% | 157 |
|
|
2014
Q3 | $595K | Sell |
7,321
-80
| -1% | -$6.5K | 0.18% | 143 |
|
|
2014
Q2 | $595K | Buy |
7,401
+1
| +0% | +$80 | 0.18% | 143 |
|
|
2014
Q1 | $570K | Hold |
7,400
| – | – | 0.18% | 138 |
|
|
2013
Q4 | $571K | Hold |
7,400
| – | – | 0.19% | 132 |
|
|
2013
Q3 | $428K | Buy |
7,400
+1
| +0% | +$58 | 0.16% | 159 |
|
|
2013
Q2 | $436K | Buy |
+7,399
| New | +$436K | 0.17% | 142 |
|