BKS Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $355K | Sell |
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|
2018
Q3 | $497K | Sell |
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|
2018
Q2 | $917K | Buy |
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|
2018
Q1 | $764K | Buy |
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|
2017
Q4 | $634K | Sell |
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|
2017
Q3 | $622K | Sell |
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|
2017
Q2 | $644K | Buy |
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|
2017
Q1 | $609K | Sell |
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|
2016
Q4 | $691K | Sell |
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|
2016
Q3 | $740K | Sell |
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|
2016
Q2 | $832K | Sell |
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|
2016
Q1 | $925K | Sell |
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|
2015
Q4 | $882K | Sell |
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|
2015
Q3 | $844K | Buy |
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|
2015
Q2 | $852K | Sell |
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|
2015
Q1 | $871K | Buy |
|