Ackerman Capital Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$446K Sell
2019
Q3
$512K Sell
2019
Q2
$561K Buy
2019
Q1
$476K Sell
2018
Q4
$5K Buy
2018
Q3
$789K Buy