Neuburgh Advisers’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $5.53M | Buy |
53,958
+714
| +1% | +$73.1K | 0.17% | 114 |
|
2019
Q2 | $4.98M | Buy |
53,244
+7,310
| +16% | +$684K | 0.16% | 122 |
|
2019
Q1 | $4.37M | Sell |
45,934
-4,522
| -9% | -$430K | 0.15% | 132 |
|
2018
Q4 | $4.35M | Sell |
50,456
-38,454
| -43% | -$3.31M | 0.17% | 121 |
|
2018
Q3 | $10M | Buy |
88,910
+20,026
| +29% | +$2.26M | 0.32% | 69 |
|
2018
Q2 | $7.74M | Buy |
68,884
+42,058
| +157% | +$4.72M | 0.26% | 83 |
|
2018
Q1 | $2.57M | Buy |
26,826
+1,870
| +7% | +$179K | 0.09% | 182 |
|
2017
Q4 | $2.52M | Buy |
24,956
+2,108
| +9% | +$213K | 0.09% | 175 |
|
2017
Q3 | $2.09M | Buy |
22,848
+10,506
| +85% | +$962K | 0.08% | 186 |
|
2017
Q2 | $1.02M | Buy |
12,342
+408
| +3% | +$33.7K | 0.04% | 265 |
|
2017
Q1 | $946K | Buy |
11,934
+2,550
| +27% | +$202K | 0.04% | 274 |
|
2016
Q4 | $811K | Buy |
+9,384
| New | +$811K | 0.04% | 269 |
|