LPC
Loeb Partners Corp’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,175
| Closed | -$101K | – | 246 |
|
|
2018
Q4 | $101K | Buy |
+1,175
| New | +$101K | 0.05% | 144 |
|
|
2015
Q2 | – | Sell |
-4,462
| Closed | -$351K | – | 195 |
|
|
2015
Q1 | $351K | Hold |
4,462
| – | – | 0.1% | 134 |
|
|
2014
Q4 | $320K | Hold |
4,462
| – | – | 0.1% | 142 |
|
|
2014
Q3 | $363K | Hold |
4,462
| – | – | 0.12% | 127 |
|
|
2014
Q2 | $359K | Hold |
4,462
| – | – | 0.11% | 142 |
|
|
2014
Q1 | $344K | Hold |
4,462
| – | – | 0.12% | 146 |
|
|
2013
Q4 | $344K | Hold |
4,462
| – | – | 0.11% | 156 |
|
|
2013
Q3 | $258K | Hold |
4,462
| – | – | 0.09% | 154 |
|
|
2013
Q2 | $263K | Buy |
+4,462
| New | +$263K | 0.1% | 149 |
|