Bares Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-15,000
| Closed | -$1.08M | – | 37 |
|
|
2014
Q4 | $1.08M | Hold |
15,000
| – | – | 0.13% | 28 |
|
|
2014
Q3 | $1.22M | Hold |
15,000
| – | – | 0.15% | 22 |
|
|
2014
Q2 | $1.21M | Hold |
15,000
| – | – | 0.1% | 35 |
|
|
2014
Q1 | $1.16M | Hold |
15,000
| – | – | 0.09% | 33 |
|
|
2013
Q4 | $1.16M | Hold |
15,000
| – | – | 0.1% | 32 |
|
|
2013
Q3 | $867K | Hold |
15,000
| – | – | 0.08% | 41 |
|
|
2013
Q2 | $884K | Buy |
+15,000
| New | +$884K | 0.09% | 40 |
|