LG
Leuthold Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-17,450
| Closed | -$1.51M | – | 242 |
|
|
2016
Q1 | $1.51M | Sell |
17,450
-74,016
| -81% | -$6.41M | 0.16% | 142 |
|
|
2015
Q4 | $7.48M | Buy |
91,466
+1,735
| +2% | +$142K | 0.79% | 36 |
|
|
2015
Q3 | $6.9M | Buy |
+89,731
| New | +$6.9M | 0.73% | 44 |
|
|
2015
Q1 | – | Sell |
-63,339
| Closed | -$4.54M | – | 214 |
|
|
2014
Q4 | $4.54M | Sell |
63,339
-13,910
| -18% | -$997K | 0.45% | 85 |
|
|
2014
Q3 | $6.28M | Sell |
77,249
-4,584
| -6% | -$373K | 0.57% | 67 |
|
|
2014
Q2 | $6.58M | Buy |
+81,833
| New | +$6.58M | 0.56% | 66 |
|
|
2013
Q3 | – | Sell |
-119,627
| Closed | -$7.05M | – | 333 |
|
|
2013
Q2 | $7.05M | Buy |
+119,627
| New | +$7.05M | 0.65% | 41 |
|