Intersect Capital’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,045
Closed -$83K 299
2015
Q1
$83K Sell
1,045
-49
-4% -$3.89K 0.06% 135
2014
Q4
$78K Buy
+1,094
New +$78K 0.07% 146