DFIM
Detwiler Fenton Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $357K | Buy |
+4,367
| New | +$357K | 1.85% | 19 |
|
|
2015
Q2 | – | Sell |
-2,685
| Closed | -$211K | – | 82 |
|
|
2015
Q1 | $211K | Sell |
2,685
-1,760
| -40% | -$138K | 0.22% | 75 |
|
|
2014
Q4 | $319K | Sell |
4,445
-49,991
| -92% | -$3.59M | 0.36% | 47 |
|
|
2014
Q3 | $4.43M | Buy |
54,436
+2,612
| +5% | +$212K | 4.22% | 6 |
|
|
2014
Q2 | $4.17M | Buy |
+51,824
| New | +$4.17M | 3.37% | 6 |
|