CrestPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.23M | Sell |
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|
2017
Q3 | $1.6M | Buy |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $562K | Sell |
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|
2016
Q4 | $691K | Sell |
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|
2016
Q3 | $991K | Buy |
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|
2016
Q2 | $547K | Buy |
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|
2016
Q1 | $346K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $244K | Hold |
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|
2014
Q2 | $241K | Buy |
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|
2014
Q1 | $208K | Buy |
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