Cadence 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
2020
Q3
$1.08M Sell
2020
Q2
$1.84M Buy
2020
Q1
$1.2M Buy
2019
Q4
$2.31M Sell
2019
Q3
$2.21M Sell
2019
Q2
$2.05M Sell
2019
Q1
$2.52M Sell
2018
Q4
$2.62M Sell
2018
Q3
$7.67M Sell
2018
Q2
$7.74M Sell
2018
Q1
$6.94M Buy
2017
Q4
$7.22M Sell
2017
Q3
$6.7M Sell
2017
Q2
$6.24M Sell
2017
Q1
$6.09M Sell
2016
Q4
$6.8M Buy
2016
Q3
$6.06M Sell
2016
Q2
$9.17M Buy
2016
Q1
$7.76M Sell
2015
Q4
$7.65M Sell
2015
Q3
$11.1M Buy
2015
Q2
$9.71M Buy
2015
Q1
$8.14M Sell
2014
Q4
$11.4M Buy
2014
Q3
$12.9M Buy
2014
Q2
$10.8M Buy