Godshalk Welsh Capital Management’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
Q3 | $969K | Hold |
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|
2025
Q2 | $850K | Hold |
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|
2025
Q1 | $880K | Buy |
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|
2024
Q4 | $806K | Sell |
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|
2024
Q3 | $937K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $989K | Buy |
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|
2023
Q3 | $832K | Hold |
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|
2023
Q2 | $661K | Hold |
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|
2023
Q1 | $702K | Hold |
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|
2022
Q4 | $721K | Hold |
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|
2022
Q3 | $559K | Sell |
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|
2022
Q2 | $576K | Hold |
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|
2022
Q1 | $607K | Hold |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $494K | Hold |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $579K | Sell |
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|
2020
Q4 | $504K | Hold |
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|
2020
Q3 | $373K | Buy |
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|
2020
Q2 | $480K | Buy |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $721K | Hold |
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|
2019
Q3 | $663K | Hold |
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|
2019
Q2 | $606K | Hold |
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|
2019
Q1 | $616K | Buy |
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|
2018
Q4 | $515K | Hold |
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|
2018
Q3 | $674K | Sell |
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|
2018
Q2 | $727K | Sell |
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|
2018
Q1 | $635K | Sell |
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|
2017
Q4 | $675K | Hold |
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|
2017
Q3 | $611K | Hold |
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|
2017
Q2 | $552K | Sell |
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|
2017
Q1 | $533K | Hold |
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|
2016
Q4 | $581K | Sell |
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|
2016
Q3 | $574K | Hold |
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|
2016
Q2 | $565K | Sell |
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|
2016
Q1 | $634K | Buy |
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|
2015
Q4 | $595K | Sell |
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|
2015
Q3 | $563K | Buy |
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|
2015
Q2 | $586K | Sell |
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|
2015
Q1 | $623K | Sell |
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|
2014
Q4 | $575K | Buy |
|