Mogy Joel R Investment Counsel’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-1,857
Closed -$207K 108
2019
Q4
$207K Buy
+1,857
New +$207K 0.02% 113
2018
Q4
Sell
-1,957
Closed -$221K 118
2018
Q3
$221K Sell
1,957
-12
-0.6% -$1.36K 0.03% 119
2018
Q2
$221K Buy
+1,969
New +$221K 0.03% 117