MIM
Midwest Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $4.51M | Sell |
49,226
-846
| -2% | -$77.5K | 3.71% | 5 |
|
|
2017
Q2 | $4.14M | Buy |
50,072
+225
| +0.5% | +$18.6K | 3.49% | 7 |
|
|
2017
Q1 | $3.95M | Sell |
49,847
-1,350
| -3% | -$107K | 3.37% | 8 |
|
|
2016
Q4 | $4.42M | Sell |
51,197
-1,382
| -3% | -$119K | 3.8% | 5 |
|
|
2016
Q3 | $4.24M | Sell |
52,579
-960
| -2% | -$77.3K | 3.67% | 5 |
|
|
2016
Q2 | $4.25M | Buy |
53,539
+2,125
| +4% | +$169K | 3.46% | 5 |
|
|
2016
Q1 | $4.45M | Buy |
51,414
+1,645
| +3% | +$142K | 3.59% | 5 |
|
|
2015
Q4 | $4.07M | Buy |
49,769
+16,609
| +50% | +$1.36M | 3.46% | 5 |
|
|
2015
Q3 | $2.55M | Buy |
+33,160
| New | +$2.55M | 2.17% | 18 |
|