KMS Financial Services’s Phillips 66 PSX Stock Holding History

KMS Financial Services’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$839K	Buy
2014 Q2	$810K	Buy
2014 Q1	$736K	Buy
2013 Q4	$700K	Buy
2013 Q3	$474K	Buy
2013 Q2	$433K	Buy