Barrington Strategic Wealth Management Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $792K | Sell |
8,648
-85
| -1% | -$7.78K | 0.4% | 64 |
|
|
2017
Q2 | $722K | Sell |
8,733
-519
| -6% | -$42.9K | 0.37% | 70 |
|
|
2017
Q1 | $733K | Sell |
9,252
-205
| -2% | -$16.2K | 0.38% | 70 |
|
|
2016
Q4 | $817K | Sell |
9,457
-45
| -0.5% | -$3.89K | 0.44% | 63 |
|
|
2016
Q3 | $765K | Sell |
9,502
-483
| -5% | -$38.9K | 0.43% | 64 |
|
|
2016
Q2 | $792K | Buy |
9,985
+30
| +0.3% | +$2.38K | 0.45% | 58 |
|
|
2016
Q1 | $862K | Sell |
9,955
-654
| -6% | -$56.6K | 0.5% | 55 |
|
|
2015
Q4 | $868K | Buy |
10,609
+75
| +0.7% | +$6.14K | 0.51% | 55 |
|
|
2015
Q3 | $809K | Buy |
10,534
+133
| +1% | +$10.2K | 0.52% | 59 |
|
|
2015
Q2 | $838K | Buy |
10,401
+175
| +2% | +$14.1K | 0.5% | 66 |
|
|
2015
Q1 | $804K | Buy |
10,226
+337
| +3% | +$26.5K | 0.49% | 65 |
|
|
2014
Q4 | $709K | Buy |
9,889
+355
| +4% | +$25.5K | 0.45% | 66 |
|
|
2014
Q3 | $775K | Buy |
9,534
+145
| +2% | +$11.8K | 0.5% | 64 |
|
|
2014
Q2 | $755K | Buy |
9,389
+156
| +2% | +$12.5K | 0.48% | 67 |
|
|
2014
Q1 | $711K | Buy |
9,233
+115
| +1% | +$8.86K | 0.46% | 67 |
|
|
2013
Q4 | $703K | Buy |
9,118
+725
| +9% | +$55.9K | 0.47% | 64 |
|
|
2013
Q3 | $485K | Buy |
8,393
+557
| +7% | +$32.2K | 0.43% | 64 |
|
|
2013
Q2 | $462K | Buy |
+7,836
| New | +$462K | 0.38% | 74 |
|