Capital Wealth Planning’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
Q1 | – | Sell |
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $223K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $541K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $638K | Sell |
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|
2016
Q1 | $1.82M | Sell |
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|
2015
Q4 | $1.81M | Buy |
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|
2015
Q3 | $616K | Buy |
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|
2015
Q2 | $478K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $338K | Hold |
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|
2014
Q3 | $383K | Hold |
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|
2014
Q2 | $379K | Sell |
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|
2014
Q1 | $1.17M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $446K | Buy |
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