Ancora Family Wealth Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$2.39M Buy
29,676
+171
+0.6% +$13.8K 0.81% 36
2016
Q2
$2.34M Sell
29,505
-654
-2% -$51.9K 0.89% 30
2016
Q1
$2.61M Sell
30,159
-145
-0.5% -$12.6K 1.06% 25
2015
Q4
$2.48M Sell
30,304
-5,481
-15% -$448K 1.06% 25
2015
Q3
$2.75M Buy
+35,785
New +$2.75M 1.15% 21