Cleary Gull Holdings’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$25K Buy
290
+62
+27% +$5.35K 0.02% 60
2015
Q4
$19K Buy
228
+83
+57% +$6.92K 0.01% 57
2015
Q3
$11K Hold
145
0.01% 69
2015
Q2
$12K Buy
+145
New +$12K 0.01% 71