Bourgeon Capital Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.5M | Sell |
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|
2021
Q1 | $8.51M | Sell |
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|
2020
Q4 | $7.99M | Sell |
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|
2020
Q3 | $6.05M | Buy |
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|
2020
Q2 | $967K | Buy |
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|
2020
Q1 | $196K | Buy |
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|
2019
Q4 | $117K | Sell |
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|
2019
Q3 | $195K | Sell |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $1.87M | Sell |
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|
2018
Q4 | $1.89M | Buy |
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