Fiduciary Financial Services of The Southwest’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $902K | Sell |
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|
2019
Q3 | $833K | Hold |
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|
2019
Q2 | $761K | Sell |
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|
2019
Q1 | $777K | Sell |
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|
2018
Q4 | $705K | Hold |
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|
2018
Q3 | $922K | Hold |
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|
2018
Q2 | $919K | Hold |
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|
2018
Q1 | $785K | Sell |
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|
2017
Q4 | $843K | Buy |
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|
2017
Q3 | $739K | Sell |
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|
2017
Q2 | $668K | Hold |
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|
2017
Q1 | $640K | Hold |
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|
2016
Q4 | $698K | Hold |
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|
2016
Q3 | $651K | Sell |
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|
2016
Q2 | $656K | Buy |
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|
2016
Q1 | $712K | Sell |
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|
2015
Q4 | $684K | Hold |
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|
2015
Q3 | $643K | Buy |
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|
2015
Q2 | $671K | Sell |
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|
2015
Q1 | $687K | Hold |
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|
2014
Q4 | $627K | Sell |
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|
2014
Q3 | $712K | Hold |
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|
2014
Q2 | $704K | Sell |
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|
2014
Q1 | $680K | Buy |
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|
2013
Q4 | $675K | Buy |
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|
2013
Q3 | $502K | Sell |
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|
2013
Q2 | $526K | Buy |
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