Kavar Capital Partners Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,102
| Closed | -$103K | – | 373 |
|
|
2019
Q2 | $103K | Buy |
+1,102
| New | +$103K | 0.04% | 163 |
|
|
2018
Q3 | – | Sell |
-1,193
| Closed | -$134K | – | 311 |
|
|
2018
Q2 | $134K | Hold |
1,193
| – | – | 0.07% | 128 |
|
|
2018
Q1 | $114K | Buy |
+1,193
| New | +$114K | 0.06% | 136 |
|
|
2016
Q1 | – | Sell |
-1,093
| Closed | -$89K | – | 317 |
|
|
2015
Q4 | $89K | Buy |
1,093
+91
| +9% | +$7.41K | 0.06% | 136 |
|
|
2015
Q3 | $76K | Hold |
1,002
| – | – | 0.05% | 148 |
|
|
2015
Q2 | $80K | Buy |
+1,002
| New | +$80K | 0.05% | 156 |
|
|
2014
Q2 | – | Sell |
-1,002
| Closed | -$77K | – | 360 |
|
|
2014
Q1 | $77K | Hold |
1,002
| – | – | 0.06% | 172 |
|
|
2013
Q4 | $77K | Buy |
+1,002
| New | +$77K | 0.07% | 165 |
|