Lau Associates’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 | $6.85M | Hold |
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|
2019
Q3 | $6.29M | Hold |
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|
2019
Q2 | $5.75M | Sell |
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|
2019
Q1 | $5.96M | Sell |
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|
2018
Q4 | $5.4M | Buy |
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|
2018
Q3 | $4.87M | Buy |
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|
2018
Q2 | $4.15M | Sell |
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|
2018
Q1 | $3.85M | Sell |
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|
2017
Q4 | $4.31M | Sell |
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|
2017
Q3 | $3.99M | Sell |
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|
2017
Q2 | $3.61M | Buy |
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|
2017
Q1 | $3.02M | Sell |
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|
2016
Q4 | $3.39M | Sell |
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|
2016
Q3 | $3.23M | Hold |
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|
2016
Q2 | $3.18M | Sell |
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|
2016
Q1 | $3.48M | Sell |
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|
2015
Q4 | $3.48M | Sell |
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|
2015
Q3 | $3.36M | Hold |
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|
2015
Q2 | $3.53M | Hold |
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|
2015
Q1 | $3.44M | Sell |
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|
2014
Q4 | $3.38M | Hold |
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|
2014
Q3 | $3.84M | Sell |
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|
2014
Q2 | $3.81M | Hold |
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|
2014
Q1 | $3.65M | Sell |
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|
2013
Q4 | $3.79M | Hold |
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|
2013
Q3 | $2.85M | Sell |
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|
2013
Q2 | $2.93M | Buy |
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