Guyasuta Investment Advisors’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 | $1.05M | Buy |
8,820
+66
| +0.8% | +$7.87K | 0.06% | 114 |
|
|
2025
Q1 | $1.08M | Buy |
8,754
+38
| +0.4% | +$4.69K | 0.07% | 112 |
|
|
2024
Q4 | $993K | Buy |
8,716
+33
| +0.4% | +$3.76K | 0.06% | 117 |
|
|
2024
Q3 | $1.14M | Sell |
8,683
-93
| -1% | -$12.2K | 0.07% | 108 |
|
|
2024
Q2 | $1.17M | Hold |
8,776
| – | – | 0.09% | 101 |
|
|
2024
Q1 | $1.17M | Hold |
8,776
| – | – | 0.08% | 101 |
|
|
2023
Q4 | $1.17M | Sell |
8,776
-320
| -4% | -$42.6K | 0.08% | 101 |
|
|
2023
Q3 | $1.09M | Buy |
9,096
+33
| +0.4% | +$3.97K | 0.08% | 99 |
|
|
2023
Q2 | $864K | Buy |
9,063
+125
| +1% | +$11.9K | 0.06% | 112 |
|
|
2023
Q1 | $906K | Sell |
8,938
-564
| -6% | -$57.2K | 0.07% | 110 |
|
|
2022
Q4 | $989K | Sell |
9,502
-1,698
| -15% | -$177K | 0.08% | 104 |
|
|
2022
Q3 | $904K | Sell |
11,200
-761
| -6% | -$61.4K | 0.08% | 104 |
|
|
2022
Q2 | $981K | Sell |
11,961
-237
| -2% | -$19.4K | 0.08% | 119 |
|
|
2022
Q1 | $1.05M | Buy |
12,198
+38
| +0.3% | +$3.28K | 0.07% | 125 |
|
|
2021
Q4 | $881K | Sell |
12,160
-405
| -3% | -$29.3K | 0.06% | 143 |
|
|
2021
Q3 | $880K | Buy |
12,565
+193
| +2% | +$13.5K | 0.06% | 140 |
|
|
2021
Q2 | $1.06M | Buy |
12,372
+685
| +6% | +$58.8K | 0.08% | 129 |
|
|
2021
Q1 | $953K | Sell |
11,687
-1,010
| -8% | -$82.4K | 0.07% | 133 |
|
|
2020
Q4 | $888K | Sell |
12,697
-53
| -0.4% | -$3.71K | 0.07% | 122 |
|
|
2020
Q3 | $661K | Buy |
12,750
+3,174
| +33% | +$165K | 0.06% | 131 |
|
|
2020
Q2 | $689K | Buy |
9,576
+1,860
| +24% | +$134K | 0.07% | 123 |
|
|
2020
Q1 | $414K | Buy |
7,716
+2,588
| +50% | +$139K | 0.05% | 140 |
|
|
2019
Q4 | $571K | Buy |
5,128
+25
| +0.5% | +$2.78K | 0.06% | 136 |
|
|
2019
Q3 | $523K | Buy |
5,103
+28
| +0.6% | +$2.87K | 0.05% | 136 |
|
|
2019
Q2 | $475K | Buy |
5,075
+33
| +0.7% | +$3.09K | 0.05% | 146 |
|
|
2019
Q1 | $480K | Sell |
5,042
-69
| -1% | -$6.57K | 0.05% | 143 |
|
|
2018
Q4 | $440K | Buy |
5,111
+26
| +0.5% | +$2.24K | 0.05% | 146 |
|
|
2018
Q3 | $573K | Buy |
5,085
+295
| +6% | +$33.2K | 0.06% | 141 |
|
|
2018
Q2 | $538K | Buy |
4,790
+18
| +0.4% | +$2.02K | 0.06% | 138 |
|
|
2018
Q1 | $458K | Sell |
4,772
-32
| -0.7% | -$3.07K | 0.05% | 155 |
|
|
2017
Q4 | $486K | Buy |
+4,804
| New | +$486K | 0.06% | 152 |
|