GLA
Good Life Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
2,617
+195
| +8% | +$23.3K | 0.02% | 394 |
|
|
2025
Q1 | $299K | Sell |
2,422
-896
| -27% | -$111K | 0.02% | 386 |
|
|
2024
Q4 | $378K | Sell |
3,318
-321
| -9% | -$36.6K | 0.03% | 344 |
|
|
2024
Q3 | $478K | Buy |
3,639
+330
| +10% | +$43.4K | 0.03% | 351 |
|
|
2024
Q2 | $467K | Buy |
3,309
+137
| +4% | +$19.3K | 0.04% | 273 |
|
|
2024
Q1 | $518K | Buy |
3,172
+56
| +2% | +$9.15K | 0.05% | 242 |
|
|
2023
Q4 | $415K | Sell |
3,116
-57
| -2% | -$7.59K | 0.04% | 265 |
|
|
2023
Q3 | $381K | Sell |
3,173
-21
| -0.7% | -$2.52K | 0.04% | 255 |
|
|
2023
Q2 | $305K | Buy |
3,194
+93
| +3% | +$8.87K | 0.03% | 308 |
|
|
2023
Q1 | $314K | Buy |
3,101
+172
| +6% | +$17.4K | 0.04% | 286 |
|
|
2022
Q4 | $305K | Sell |
2,929
-6
| -0.2% | -$625 | 0.04% | 272 |
|
|
2022
Q3 | $237K | Buy |
2,935
+333
| +13% | +$26.9K | 0.03% | 288 |
|
|
2022
Q2 | $213K | Sell |
2,602
-18
| -0.7% | -$1.47K | 0.03% | 311 |
|
|
2022
Q1 | $226K | Buy |
+2,620
| New | +$226K | 0.03% | 342 |
|
|
2021
Q3 | – | Sell |
-2,358
| Closed | -$202K | – | 378 |
|
|
2021
Q2 | $202K | Sell |
2,358
-195
| -8% | -$16.7K | 0.04% | 298 |
|
|
2021
Q1 | $210K | Buy |
+2,553
| New | +$210K | 0.04% | 288 |
|
|
2020
Q3 | – | Sell |
-3,062
| Closed | -$221K | – | 265 |
|
|
2020
Q2 | $221K | Sell |
3,062
-1,266
| -29% | -$91.4K | 0.07% | 217 |
|
|
2020
Q1 | $231K | Sell |
4,328
-499
| -10% | -$26.6K | 0.08% | 184 |
|
|
2019
Q4 | $537K | Sell |
4,827
-346
| -7% | -$38.5K | 0.15% | 118 |
|
|
2019
Q3 | $529K | Buy |
5,173
+115
| +2% | +$11.8K | 0.16% | 110 |
|
|
2019
Q2 | $472K | Buy |
5,058
+64
| +1% | +$5.97K | 0.14% | 120 |
|
|
2019
Q1 | $473K | Sell |
4,994
-500
| -9% | -$47.4K | 0.14% | 122 |
|
|
2018
Q4 | $473K | Sell |
5,494
-1,153
| -17% | -$99.3K | 0.15% | 112 |
|
|
2018
Q3 | $748K | Buy |
6,647
+55
| +0.8% | +$6.19K | 0.22% | 82 |
|
|
2018
Q2 | $738K | Buy |
6,592
+361
| +6% | +$40.4K | 0.24% | 78 |
|
|
2018
Q1 | $591K | Buy |
6,231
+32
| +0.5% | +$3.04K | 0.2% | 88 |
|
|
2017
Q4 | $631K | Buy |
6,199
+1
| +0% | +$102 | 0.2% | 83 |
|
|
2017
Q3 | $575K | Hold |
6,198
| – | – | 0.22% | 78 |
|
|
2017
Q2 | $511K | Buy |
6,198
+17
| +0.3% | +$1.4K | 0.22% | 80 |
|
|
2017
Q1 | $478K | Buy |
6,181
+2,183
| +55% | +$169K | 0.23% | 75 |
|
|
2016
Q4 | $341K | Buy |
+3,998
| New | +$341K | 0.2% | 85 |
|