Geneva Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $781K | Hold |
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|
2017
Q1 | $748K | Buy |
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|
2016
Q4 | $797K | Sell |
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|
2016
Q3 | $792K | Sell |
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|
2016
Q2 | $952K | Sell |
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|
2016
Q1 | $1.11M | Sell |
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|
2015
Q4 | $1.21M | Buy |
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|
2015
Q3 | $860K | Buy |
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|
2015
Q2 | $897K | Sell |
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|
2015
Q1 | $891K | Sell |
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|
2014
Q4 | $833K | Sell |
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|
2014
Q3 | $1.05M | Buy |
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|
2014
Q2 | $998K | Buy |
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|
2014
Q1 | $856K | Buy |
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|
2013
Q4 | $338K | Sell |
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|
2013
Q3 | $300K | Sell |
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|
2013
Q2 | $345K | Buy |
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