Lodestar Investment Counsel’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
Q2 | $1.07M | Hold |
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|
2019
Q1 | $1.08M | Hold |
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|
2018
Q4 | $982K | Sell |
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|
2018
Q3 | $1.3M | Hold |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $1.17M | Hold |
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|
2017
Q3 | $1.06M | Sell |
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|
2017
Q2 | $963K | Hold |
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|
2017
Q1 | $923K | Hold |
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|
2016
Q4 | $1.01M | Hold |
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|
2016
Q3 | $938K | Sell |
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|
2016
Q2 | $944K | Sell |
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|
2016
Q1 | $1.04M | Buy |
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|
2015
Q4 | $970K | Buy |
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|
2015
Q3 | $909K | Hold |
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|
2015
Q2 | $953K | Sell |
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|
2015
Q1 | $951K | Hold |
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|
2014
Q4 | $868K | Buy |
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|
2014
Q3 | $953K | Hold |
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|
2014
Q2 | $942K | Buy |
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|
2014
Q1 | $884K | Buy |
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|
2013
Q4 | $723K | Hold |
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|
2013
Q3 | $542K | Sell |
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|
2013
Q2 | $556K | Buy |
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