FAM
Formidable Asset Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-851
| Closed | -$74K | – | 355 |
|
|
2016
Q1 | $74K | Sell |
851
-170
| -17% | -$14.8K | 0.05% | 168 |
|
|
2015
Q4 | $79K | Hold |
1,021
| – | – | 0.05% | 181 |
|
|
2015
Q3 | $78K | Hold |
1,021
| – | – | 0.05% | 190 |
|
|
2015
Q2 | $82K | Hold |
1,021
| – | – | 0.05% | 171 |
|
|
2015
Q1 | $82K | Hold |
1,021
| – | – | 0.05% | 166 |
|
|
2014
Q4 | $73K | Sell |
1,021
-50
| -5% | -$3.58K | 0.05% | 167 |
|
|
2014
Q3 | $82K | Hold |
1,071
| – | – | 0.05% | 158 |
|
|
2014
Q2 | $86K | Hold |
1,071
| – | – | 0.05% | 171 |
|
|
2014
Q1 | $90K | Hold |
1,071
| – | – | 0.06% | 150 |
|
|
2013
Q4 | $80K | Hold |
1,071
| – | – | 0.05% | 163 |
|
|
2013
Q3 | $63K | Buy |
+1,071
| New | +$63K | 0.05% | 156 |
|