Kovitz Investment Group’s Phillips 66 PSX Stock Holding History

Kovitz Investment Group’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$254K	Sell
2015 Q3	$246K	Hold
2015 Q2	$258K	Hold
2015 Q1	$252K	Buy
2014 Q4	$216K	Sell
2014 Q3	$258K	Hold
2014 Q2	$255K	Buy
2014 Q1	$215K	Buy
2013 Q4	$228K	Buy
2013 Q3	–	Sell
2013 Q2	$240K	Buy