DA
Dunvegan Associates’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $46K | Hold |
565
| – | – | 0.05% | 102 |
|
2015
Q3 | $43K | Hold |
565
| – | – | 0.05% | 101 |
|
2015
Q2 | $46K | Hold |
565
| – | – | 0.05% | 100 |
|
2015
Q1 | $44K | Hold |
565
| – | – | 0.04% | 119 |
|
2014
Q4 | $41K | Hold |
565
| – | – | 0.04% | 117 |
|
2014
Q3 | $46K | Hold |
565
| – | – | 0.04% | 105 |
|
2014
Q2 | $45K | Hold |
565
| – | – | 0.04% | 111 |
|
2014
Q1 | $44K | Buy |
+565
| New | +$44K | 0.04% | 107 |
|