DPA
Delphi Private Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $26K | Hold |
283
| – | – | 0.13% | 24 |
|
|
2019
Q1 | $27K | Sell |
283
-1,356
| -83% | -$129K | 0.14% | 15 |
|
|
2018
Q4 | $141K | Hold |
1,639
| – | – | 0.78% | 7 |
|
|
2018
Q3 | $185K | Hold |
1,639
| – | – | 0.63% | 13 |
|
|
2018
Q2 | $184K | Hold |
1,639
| – | – | 0.61% | 14 |
|
|
2018
Q1 | $157K | Hold |
1,639
| – | – | 0.62% | 15 |
|
|
2017
Q4 | $166K | Hold |
1,639
| – | – | 0.41% | 23 |
|
|
2017
Q3 | $150K | Hold |
1,639
| – | – | 0.44% | 15 |
|
|
2017
Q2 | $136K | Hold |
1,639
| – | – | 0.27% | 16 |
|
|
2017
Q1 | $130K | Sell |
1,639
-45
| -3% | -$3.57K | 0.24% | 15 |
|
|
2016
Q4 | $146K | Sell |
1,684
-19
| -1% | -$1.65K | 0.26% | 16 |
|
|
2016
Q3 | $137K | Sell |
1,703
-78
| -4% | -$6.28K | 0.24% | 17 |
|
|
2016
Q2 | $141K | Buy |
1,781
+18
| +1% | +$1.43K | 0.26% | 18 |
|
|
2016
Q1 | $153K | Sell |
1,763
-20
| -1% | -$1.74K | 0.27% | 15 |
|
|
2015
Q4 | $146K | Buy |
+1,783
| New | +$146K | 0.25% | 20 |
|