Advisor Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $13.3M | Sell |
118,850
-5,140
| -4% | -$573K | 0.09% | 197 |
|
|
2019
Q3 | $12.7M | Buy |
123,990
+20,984
| +20% | +$2.15M | 0.09% | 197 |
|
|
2019
Q2 | $9.64M | Buy |
103,006
+13,016
| +14% | +$1.22M | 0.07% | 232 |
|
|
2019
Q1 | $8.57M | Sell |
89,990
-10,012
| -10% | -$954K | 0.07% | 240 |
|
|
2018
Q4 | $8.62M | Buy |
100,002
+3,510
| +4% | +$303K | 0.08% | 201 |
|
|
2018
Q3 | $10.9M | Buy |
96,492
+32,140
| +50% | +$3.62M | 0.11% | 168 |
|
|
2018
Q2 | $7.23M | Sell |
64,352
-3,523
| -5% | -$396K | 0.1% | 186 |
|
|
2018
Q1 | $6.52M | Sell |
67,875
-10,717
| -14% | -$1.03M | 0.09% | 203 |
|
|
2017
Q4 | $7.96M | Buy |
78,592
+8,722
| +12% | +$883K | 0.11% | 178 |
|
|
2017
Q3 | $6.41M | Sell |
69,870
-3,742
| -5% | -$343K | 0.1% | 187 |
|
|
2017
Q2 | $6.09M | Buy |
73,612
+14,669
| +25% | +$1.21M | 0.11% | 194 |
|
|
2017
Q1 | $4.67M | Sell |
58,943
-434
| -0.7% | -$34.4K | 0.09% | 228 |
|
|
2016
Q4 | $5.14M | Sell |
59,377
-5,308
| -8% | -$459K | 0.12% | 187 |
|
|
2016
Q3 | $5.21M | Sell |
64,685
-1,830
| -3% | -$147K | 0.13% | 184 |
|
|
2016
Q2 | $5.27M | Buy |
+66,515
| New | +$5.27M | 0.14% | 168 |
|