Midas Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-20,500
| Closed | -$1.77M | – | 154 |
|
|
2016
Q4 | $1.77M | Hold |
20,500
| – | – | 0.83% | 47 |
|
|
2016
Q3 | $1.65M | Hold |
20,500
| – | – | 1.01% | 29 |
|
|
2016
Q2 | $1.63M | Hold |
20,500
| – | – | 0.92% | 32 |
|
|
2016
Q1 | $1.78M | Hold |
20,500
| – | – | 0.92% | 31 |
|
|
2015
Q4 | $1.68M | Hold |
20,500
| – | – | 1% | 36 |
|
|
2015
Q3 | $1.58M | Hold |
20,500
| – | – | 1.02% | 41 |
|
|
2015
Q2 | $1.65M | Hold |
20,500
| – | – | 0.89% | 53 |
|
|
2015
Q1 | $1.61M | Hold |
20,500
| – | – | 0.8% | 62 |
|
|
2014
Q4 | $1.47M | Buy |
20,500
+15,000
| +273% | +$1.08M | 0.77% | 69 |
|
|
2014
Q3 | $447K | Buy |
+5,500
| New | +$447K | 0.25% | 113 |
|
|
2014
Q2 | – | Sell |
-5,500
| Closed | -$424K | – | 143 |
|
|
2014
Q1 | $424K | Hold |
5,500
| – | – | 0.2% | 134 |
|
|
2013
Q4 | $424K | Hold |
5,500
| – | – | 0.2% | 134 |
|
|
2013
Q3 | $318K | Hold |
5,500
| – | – | 0.2% | 127 |
|
|
2013
Q2 | $324K | Buy |
+5,500
| New | +$324K | 0.22% | 126 |
|