GCA
Guardian Capital Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,088
| Closed | -$231K | – | 175 |
|
|
2023
Q3 | $231K | Hold |
2,088
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $206K | Hold |
2,088
| – | – | 0.02% | 158 |
|
|
2023
Q1 | $218K | Hold |
2,088
| – | – | 0.03% | 139 |
|
|
2022
Q4 | $218K | Buy |
+2,088
| New | +$218K | 0.02% | 150 |
|
|
2020
Q1 | – | Sell |
-2,189
| Closed | -$233K | – | 155 |
|
|
2019
Q4 | $233K | Hold |
2,189
| – | – | 0.03% | 148 |
|
|
2019
Q3 | $215K | Sell |
2,189
-75
| -3% | -$7.37K | 0.03% | 151 |
|
|
2019
Q2 | $219K | Hold |
2,264
| – | – | 0.03% | 153 |
|
|
2019
Q1 | $216K | Hold |
2,264
| – | – | 0.03% | 152 |
|
|
2018
Q4 | $210K | Hold |
2,264
| – | – | 0.03% | 145 |
|
|
2018
Q3 | $266K | Buy |
2,264
+100
| +5% | +$11.7K | 0.04% | 136 |
|
|
2018
Q2 | $241K | Hold |
2,164
| – | – | 0.03% | 147 |
|
|
2018
Q1 | $224K | Hold |
2,164
| – | – | 0.03% | 150 |
|
|
2017
Q4 | $229K | Buy |
+2,164
| New | +$229K | 0.03% | 152 |
|