Kelleher Financial 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
Q1 | – | Sell |
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|
2016
Q4 | $473K | Hold |
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|
2016
Q3 | $441K | Buy |
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|
2016
Q2 | $430K | Sell |
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|
2016
Q1 | $517K | Hold |
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|
2015
Q4 | $489K | Hold |
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|
2015
Q3 | $459K | Sell |
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|
2015
Q2 | $529K | Sell |
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|
2015
Q1 | $524K | Sell |
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|
2014
Q4 | $515K | Hold |
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|
2014
Q3 | $564K | Sell |
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|
2014
Q2 | $679K | Hold |
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|
2014
Q1 | $650K | Hold |
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|
2013
Q4 | $651K | Sell |
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|
2013
Q3 | $1.09M | Sell |
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|
2013
Q2 | $1.13M | Buy |
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