Gideon Capital Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,964
Closed -$282K 401
2019
Q1
$282K Buy
+2,964
New +$282K 0.1% 286