KKAMG
Kernodle & Katon Asset Management Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $6K | Sell |
70
-300
| -81% | -$25.7K | ﹤0.01% | 257 |
|
|
2016
Q4 | $32K | Hold |
370
| – | – | 0.02% | 180 |
|
|
2016
Q3 | $30K | Hold |
370
| – | – | 0.02% | 209 |
|
|
2016
Q2 | $29K | Hold |
370
| – | – | 0.03% | 166 |
|
|
2016
Q1 | $32K | Hold |
370
| – | – | 0.03% | 145 |
|
|
2015
Q4 | $30K | Buy |
+370
| New | +$30K | 0.03% | 149 |
|