MGIA
Matthew Goff Investment Advisor’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Hold |
5,938
| – | – | 0.13% | 65 |
|
|
2025
Q1 | $733K | Hold |
5,938
| – | – | 0.14% | 69 |
|
|
2024
Q4 | $677K | Hold |
5,938
| – | – | 0.13% | 71 |
|
|
2024
Q3 | $781K | Hold |
5,938
| – | – | 0.15% | 70 |
|
|
2024
Q2 | $838K | Hold |
5,938
| – | – | 0.17% | 66 |
|
|
2024
Q1 | $970K | Sell |
5,938
-3,197
| -35% | -$522K | 0.2% | 58 |
|
|
2023
Q4 | $1.22M | Hold |
9,135
| – | – | 0.27% | 54 |
|
|
2023
Q3 | $1.1M | Hold |
9,135
| – | – | 0.26% | 55 |
|
|
2023
Q2 | $871K | Buy |
9,135
+3,000
| +49% | +$286K | 0.2% | 63 |
|
|
2023
Q1 | $622K | Hold |
6,135
| – | – | 0.15% | 65 |
|
|
2022
Q4 | $639K | Sell |
6,135
-2,056
| -25% | -$214K | 0.17% | 63 |
|
|
2022
Q3 | $661K | Hold |
8,191
| – | – | 0.19% | 55 |
|
|
2022
Q2 | $672K | Hold |
8,191
| – | – | 0.18% | 59 |
|
|
2022
Q1 | $708K | Hold |
8,191
| – | – | 0.17% | 54 |
|
|
2021
Q4 | $594K | Hold |
8,191
| – | – | 0.14% | 57 |
|
|
2021
Q3 | $574K | Hold |
8,191
| – | – | 0.14% | 62 |
|
|
2021
Q2 | $703K | Hold |
8,191
| – | – | 0.18% | 60 |
|
|
2021
Q1 | $668K | Hold |
8,191
| – | – | 0.19% | 62 |
|
|
2020
Q4 | $573K | Hold |
8,191
| – | – | 0.17% | 62 |
|
|
2020
Q3 | $425K | Sell |
8,191
-186
| -2% | -$9.65K | 0.14% | 62 |
|
|
2020
Q2 | $602K | Buy |
8,377
+19
| +0.2% | +$1.37K | 0.2% | 56 |
|
|
2020
Q1 | $448K | Sell |
8,358
-712
| -8% | -$38.2K | 0.19% | 44 |
|
|
2019
Q4 | $1.01M | Sell |
9,070
-2,042
| -18% | -$227K | 0.37% | 37 |
|
|
2019
Q3 | $1.14M | Hold |
11,112
| – | – | 0.47% | 34 |
|
|
2019
Q2 | $1.04M | Buy |
11,112
+6,261
| +129% | +$585K | 0.44% | 34 |
|
|
2019
Q1 | $462K | Buy |
4,851
+439
| +10% | +$41.8K | 0.21% | 40 |
|
|
2018
Q4 | $380K | Hold |
4,412
| – | – | 0.19% | 40 |
|
|
2018
Q3 | $497K | Sell |
4,412
-546
| -11% | -$61.5K | 0.2% | 54 |
|
|
2018
Q2 | $557K | Sell |
4,958
-250
| -5% | -$28.1K | 0.22% | 52 |
|
|
2018
Q1 | $500K | Sell |
5,208
-360
| -6% | -$34.6K | 0.21% | 54 |
|
|
2017
Q4 | $563K | Sell |
5,568
-3,578
| -39% | -$362K | 0.24% | 51 |
|
|
2017
Q3 | $838K | Hold |
9,146
| – | – | 0.36% | 46 |
|
|
2017
Q2 | $756K | Hold |
9,146
| – | – | 0.68% | 26 |
|
|
2017
Q1 | $725K | Buy |
+9,146
| New | +$725K | 0.69% | 25 |
|