Brinker Capital’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3.46M | Sell |
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|
2020
Q1 | $2.83M | Sell |
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|
2019
Q4 | $6.24M | Sell |
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|
2019
Q3 | $5.91M | Buy |
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|
2019
Q2 | $4.89M | Sell |
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|
2019
Q1 | $5.2M | Buy |
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|
2018
Q4 | $4.54M | Sell |
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|
2018
Q3 | $6.12M | Sell |
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|
2018
Q2 | $6.17M | Sell |
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|
2018
Q1 | $5.55M | Sell |
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|
2017
Q4 | $6.2M | Sell |
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|
2017
Q3 | $7.32M | Sell |
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|
2017
Q2 | $6.77M | Buy |
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|
2017
Q1 | $5.16M | Sell |
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|
2016
Q4 | $5.79M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $31.2M | Buy |
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|
2013
Q3 | $5.42M | Sell |
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|
2013
Q2 | $13.3M | Buy |
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