Matthew Goff Investment Advisor’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 | $808K | Hold |
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|
2025
Q2 | $708K | Hold |
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|
2025
Q1 | $733K | Hold |
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|
2024
Q4 | $677K | Hold |
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|
2024
Q3 | $781K | Hold |
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|
2024
Q2 | $838K | Hold |
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|
2024
Q1 | $970K | Sell |
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|
2023
Q4 | $1.22M | Hold |
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|
2023
Q3 | $1.1M | Hold |
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|
2023
Q2 | $871K | Buy |
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|
2023
Q1 | $622K | Hold |
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|
2022
Q4 | $639K | Sell |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $672K | Hold |
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|
2022
Q1 | $708K | Hold |
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|
2021
Q4 | $594K | Hold |
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|
2021
Q3 | $574K | Hold |
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|
2021
Q2 | $703K | Hold |
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|
2021
Q1 | $668K | Hold |
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|
2020
Q4 | $573K | Hold |
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|
2020
Q3 | $425K | Sell |
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|
2020
Q2 | $602K | Buy |
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|
2020
Q1 | $448K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.14M | Hold |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $462K | Buy |
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|
2018
Q4 | $380K | Hold |
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|
2018
Q3 | $497K | Sell |
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|
2018
Q2 | $557K | Sell |
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|
2018
Q1 | $500K | Sell |
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|
2017
Q4 | $563K | Sell |
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|
2017
Q3 | $838K | Hold |
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|
2017
Q2 | $756K | Hold |
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|
2017
Q1 | $725K | Buy |
|