J.P. Turner & Co Capital Management’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$236K Sell
3,030
-4,291
-59% -$334K 0.24% 138
2015
Q2
$588K Buy
7,321
+2,554
+54% +$205K 0.46% 71
2015
Q1
$381K Buy
4,767
+295
+7% +$23.6K 0.35% 93
2014
Q4
$320K Buy
+4,472
New +$320K 0.31% 109