Kurt F. Somerville’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $225K | Hold |
|
|||||
|
2019
Q2 | $206K | Sell |
|
|||||
|
2019
Q1 | $265K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $203K | Sell |
|
|||||
|
2016
Q4 | $225K | Hold |
|
|||||
|
2016
Q3 | $210K | Hold |
|
|||||
|
2016
Q2 | $206K | Sell |
|
|||||
|
2016
Q1 | $242K | Sell |
|
|||||
|
2015
Q4 | $256K | Hold |
|
|||||
|
2015
Q3 | $241K | Hold |
|
|||||
|
2015
Q2 | $253K | Hold |
|
|||||
|
2015
Q1 | $247K | Hold |
|
|||||
|
2014
Q4 | $225K | Hold |
|
|||||
|
2014
Q3 | $255K | Hold |
|
|||||
|
2014
Q2 | $253K | Hold |
|
|||||
|
2014
Q1 | $243K | Hold |
|
|||||
|
2013
Q4 | $243K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $274K | Buy |
|