Goodman Financial’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 | $335K | Hold |
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|
2025
Q2 | $294K | Hold |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $289K | Hold |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $308K | Hold |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $269K | Hold |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $397K | Hold |
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|
2019
Q3 | $365K | Hold |
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|
2019
Q2 | $334K | Hold |
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|
2019
Q1 | $339K | Hold |
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|
2018
Q4 | $307K | Hold |
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|
2018
Q3 | $402K | Hold |
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|
2018
Q2 | $401K | Hold |
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|
2018
Q1 | $342K | Sell |
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|
2017
Q4 | $440K | Sell |
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|
2017
Q3 | $421K | Sell |
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|
2017
Q2 | $438K | Sell |
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|
2017
Q1 | $432K | Hold |
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|
2016
Q4 | $471K | Sell |
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|
2016
Q3 | $483K | Hold |
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|
2016
Q2 | $476K | Hold |
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|
2016
Q1 | $519K | Hold |
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|
2015
Q4 | $491K | Sell |
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|
2015
Q3 | $556K | Hold |
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|
2015
Q2 | $583K | Hold |
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|
2015
Q1 | $569K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $589K | Hold |
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|
2014
Q2 | $582K | Hold |
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|
2014
Q1 | $558K | Hold |
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|
2013
Q4 | $559K | Sell |
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|
2013
Q3 | $427K | Hold |
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|
2013
Q2 | $435K | Buy |
|