DC Investments Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,044
| Closed | -$1.57M | – | 259 |
|
|
2019
Q4 | $1.57M | Sell |
14,044
-4,846
| -26% | -$540K | 1.2% | 4 |
|
|
2019
Q3 | $1.93M | Buy |
+18,890
| New | +$1.93M | 1.12% | 8 |
|
|
2018
Q4 | – | Sell |
-5,128
| Closed | -$578K | – | 296 |
|
|
2018
Q3 | $578K | Sell |
5,128
-224
| -4% | -$25.2K | 0.39% | 77 |
|
|
2018
Q2 | $601K | Buy |
+5,352
| New | +$601K | 0.38% | 58 |
|