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Acuity Investment Management’s Phillips 66 PSX Stock Holding History

Acuity Investment Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,700
Closed -$193K – 158
2014
Q4 		$193K Sell
2,700
-100
-4% -$7.38K 0.16% 108
2014
Q3 		$228K Sell
2,800
-900
-24% -$74.9K 0.18% 102
2014
Q2 		$298K Sell
3,700
-200
-5% -$16.5K 0.2% 89
2014
Q1 		$301K Sell
3,900
-26,600
-87% -$2.03M 0.16% 103
2013
Q4 		$2.35M Buy
+30,500
New +$2.03M 0.93% 28

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