Matthew Goff Investment Advisor, LLC Phillips 66 Transaction History

Matthew Goff Investment Advisor, LLC

$494 Million
Q1 2024

A detailed history of Matthew Goff Investment Advisor, LLC transactions in Phillips 66 stock. As of the latest transaction made, Matthew Goff Investment Advisor, LLC holds 5,938 shares of PSX stock, worth $834,110. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,938

Previous 9,135 35.0%

Holding current value

$834,110

Previous $1.22 Million 20.31%

% of portfolio

0.2%

Previous 0.27%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$127.67 - $163.34 $408,160 - $522,197	-3,197 Reduced 35.0%	5,938 $969,000
Q2 2023 Jul 12, 2023	BUY	$90.81 - $106.46 $272,430 - $319,380	3,000 Added 48.9%	9,135 $871,000
Q4 2022 Jan 11, 2023	SELL	$84.58 - $112.31 $173,896 - $230,909	-2,056 Reduced 25.1%	6,135 $0
Q3 2020 Oct 29, 2020	SELL	$51.84 - $69.11 $9,642 - $12,854	-186 Reduced 2.22%	8,191 $425,000
Q2 2020 Jul 31, 2020	BUY	$49.51 - $89.73 $940 - $1,704	19 Added 0.23%	8,377 $602,000

Q1 2020 May 05, 2020	SELL	$42.09 - $112.2 $29,968 - $79,886	-712 Reduced 7.85%	8,358 $448,000
Q4 2019 Jan 27, 2020	SELL	$98.24 - $119.7 $200,606 - $244,427	-2,042 Reduced 18.38%	9,070 $1.01 Million
Q3 2019 Nov 07, 2019	BUY	$94.06 - $105.06 $938,154 - $1.05 Million	9,974 Added 876.45%	11,112 $1.14 Million
Q3 2019 Oct 29, 2019	SELL	$94.06 - $105.06 $938,154 - $1.05 Million	-9,974 Reduced 89.76%	1,138 $116,000
Q2 2019 Aug 05, 2019	BUY	$80.8 - $98.61 $505,888 - $617,397	6,261 Added 129.07%	11,112 $1.04 Million
Q1 2019 May 13, 2019	BUY	$86.9 - $98.89 $38,149 - $43,412	439 Added 9.95%	4,851 $462,000
Q3 2018 Dec 06, 2018	SELL	$109.36 - $123.34 $59,710 - $67,343	-546 Reduced 11.01%	4,412 $497,000
Q3 2018 Nov 21, 2018	SELL	$109.36 - $123.34 $60.4 Million - $68.1 Million	-551,875 Reduced 99.11%	4,958 $557,000
Q3 2018 Nov 15, 2018	BUY	$109.36 - $123.34 $60.4 Million - $68.1 Million	551,875 Added 11131.0%	556,833 $4.96 Million
Q2 2018 Aug 13, 2018	SELL	$94.95 - $121.87 $23,737 - $30,467	-250 Reduced 4.8%	4,958 $557,000
Q1 2018 May 10, 2018	SELL	$89.58 - $106.9 $32,248 - $38,484	-360 Reduced 6.47%	5,208 $500,000
Q4 2017 Feb 13, 2018	SELL	$90.24 - $102.06 $322,878 - $365,170	-3,578 Reduced 39.12%	5,568 $563,000
Q2 2017 Aug 10, 2017	BUY	N/A	9,146	9,146 $756,000

Others Institutions Holding PSX

# of Institutions

2,031

Shares Held

307M

Call Options Held

3.28M

Put Options Held

2.89M

View Full List

About Phillips 66

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $67.6B
Description
Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...

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Matthew Goff Investment Advisor, LLC Phillips 66 Transaction History