Banyan Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.78M | Sell |
21,909
-2,674
| -11% | -$217K | 0.15% | 157 |
|
|
2014
Q2 | $1.98M | Sell |
24,583
-2,284
| -9% | -$184K | 0.17% | 150 |
|
|
2014
Q1 | $2.07M | Sell |
26,867
-2,326
| -8% | -$179K | 0.18% | 143 |
|
|
2013
Q4 | $2.25M | Sell |
29,193
-36,070
| -55% | -$2.78M | 0.16% | 142 |
|
|
2013
Q3 | $3.77M | Sell |
65,263
-26,923
| -29% | -$1.56M | 0.33% | 71 |
|
|
2013
Q2 | $5.43M | Buy |
+92,186
| New | +$5.43M | 1.07% | 35 |
|