Mercer Capital Advisers’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $188K | Sell |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $206K | Hold |
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|
2020
Q3 | $152K | Sell |
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|
2020
Q2 | $290K | Hold |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $449K | Hold |
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|
2019
Q3 | $413K | Hold |
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|
2019
Q2 | $377K | Sell |
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|
2019
Q1 | $395K | Hold |
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|
2018
Q4 | $358K | Hold |
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|
2018
Q3 | $468K | Hold |
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|
2018
Q2 | $466K | Hold |
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|
2018
Q1 | $398K | Hold |
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|
2017
Q4 | $420K | Sell |
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|
2017
Q3 | $395K | Sell |
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|
2017
Q2 | $416K | Hold |
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|
2017
Q1 | $398K | Hold |
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|
2016
Q4 | $434K | Hold |
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|
2016
Q3 | $405K | Hold |
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|
2016
Q2 | $399K | Hold |
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|
2016
Q1 | $435K | Hold |
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|
2015
Q4 | $411K | Hold |
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|
2015
Q3 | $386K | Sell |
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|
2015
Q2 | $413K | Hold |
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|
2015
Q1 | $403K | Hold |
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|
2014
Q4 | $367K | Buy |
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