Godshalk Welsh Capital 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 | $850K | Hold |
7,125
| – | – | 0.52% | 62 |
|
|
2025
Q1 | $880K | Buy |
7,125
+50
| +0.7% | +$6.17K | 0.58% | 59 |
|
|
2024
Q4 | $806K | Sell |
7,075
-50
| -0.7% | -$5.7K | 0.52% | 61 |
|
|
2024
Q3 | $937K | Sell |
7,125
-500
| -7% | -$65.7K | 0.59% | 57 |
|
|
2024
Q2 | $1.08M | Sell |
7,625
-150
| -2% | -$21.2K | 0.72% | 45 |
|
|
2024
Q1 | $1.27M | Buy |
7,775
+350
| +5% | +$57.2K | 0.85% | 38 |
|
|
2023
Q4 | $989K | Buy |
7,425
+500
| +7% | +$66.6K | 0.71% | 47 |
|
|
2023
Q3 | $832K | Hold |
6,925
| – | – | 0.63% | 56 |
|
|
2023
Q2 | $661K | Hold |
6,925
| – | – | 0.45% | 70 |
|
|
2023
Q1 | $702K | Hold |
6,925
| – | – | 0.5% | 69 |
|
|
2022
Q4 | $721K | Hold |
6,925
| – | – | 0.53% | 68 |
|
|
2022
Q3 | $559K | Sell |
6,925
-100
| -1% | -$8.07K | 0.41% | 73 |
|
|
2022
Q2 | $576K | Hold |
7,025
| – | – | 0.41% | 73 |
|
|
2022
Q1 | $607K | Hold |
7,025
| – | – | 0.37% | 76 |
|
|
2021
Q4 | $509K | Sell |
7,025
-25
| -0.4% | -$1.81K | 0.29% | 86 |
|
|
2021
Q3 | $494K | Hold |
7,050
| – | – | 0.31% | 83 |
|
|
2021
Q2 | $510K | Sell |
7,050
-50
| -0.7% | -$3.62K | 0.32% | 83 |
|
|
2021
Q1 | $579K | Sell |
7,100
-100
| -1% | -$8.16K | 0.4% | 74 |
|
|
2020
Q4 | $504K | Hold |
7,200
| – | – | 0.37% | 76 |
|
|
2020
Q3 | $373K | Buy |
7,200
+525
| +8% | +$27.2K | 0.31% | 83 |
|
|
2020
Q2 | $480K | Buy |
6,675
+50
| +0.8% | +$3.6K | 0.45% | 73 |
|
|
2020
Q1 | $355K | Buy |
6,625
+150
| +2% | +$8.04K | 0.39% | 75 |
|
|
2019
Q4 | $721K | Hold |
6,475
| – | – | 0.59% | 63 |
|
|
2019
Q3 | $663K | Hold |
6,475
| – | – | 0.59% | 63 |
|
|
2019
Q2 | $606K | Hold |
6,475
| – | – | 0.56% | 65 |
|
|
2019
Q1 | $616K | Buy |
6,475
+500
| +8% | +$47.6K | 0.59% | 64 |
|
|
2018
Q4 | $515K | Hold |
5,975
| – | – | 0.58% | 65 |
|
|
2018
Q3 | $674K | Sell |
5,975
-500
| -8% | -$56.4K | 0.66% | 58 |
|
|
2018
Q2 | $727K | Sell |
6,475
-150
| -2% | -$16.8K | 0.76% | 52 |
|
|
2018
Q1 | $635K | Sell |
6,625
-50
| -0.7% | -$4.79K | 0.68% | 60 |
|
|
2017
Q4 | $675K | Hold |
6,675
| – | – | 0.68% | 59 |
|
|
2017
Q3 | $611K | Hold |
6,675
| – | – | 0.61% | 64 |
|
|
2017
Q2 | $552K | Sell |
6,675
-50
| -0.7% | -$4.14K | 0.55% | 70 |
|
|
2017
Q1 | $533K | Hold |
6,725
| – | – | 0.52% | 71 |
|
|
2016
Q4 | $581K | Sell |
6,725
-400
| -6% | -$34.6K | 0.59% | 67 |
|
|
2016
Q3 | $574K | Hold |
7,125
| – | – | 0.59% | 65 |
|
|
2016
Q2 | $565K | Sell |
7,125
-200
| -3% | -$15.9K | 0.6% | 66 |
|
|
2016
Q1 | $634K | Buy |
7,325
+50
| +0.7% | +$4.33K | 0.66% | 59 |
|
|
2015
Q4 | $595K | Sell |
7,275
-50
| -0.7% | -$4.09K | 0.62% | 63 |
|
|
2015
Q3 | $563K | Buy |
7,325
+50
| +0.7% | +$3.84K | 0.62% | 66 |
|
|
2015
Q2 | $586K | Sell |
7,275
-650
| -8% | -$52.4K | 0.6% | 67 |
|
|
2015
Q1 | $623K | Sell |
7,925
-100
| -1% | -$7.86K | 0.64% | 64 |
|
|
2014
Q4 | $575K | Buy |
+8,025
| New | +$575K | 0.52% | 69 |
|