Genesis Wealth Advisors’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
$60.7K Sell
753
-250
-25% -$20.2K 0.05% 157
2015
Q1
$80.3K Hold
1,003
0.07% 148
2014
Q4
$79.4K Buy
+1,003
New +$79.4K 0.06% 163