Osborn Williams & Donohoe’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.89M | Buy |
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|
2019
Q4 | $4.56M | Sell |
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|
2019
Q3 | $4.51M | Buy |
|
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|
2019
Q2 | $4.02M | Buy |
|
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|
2019
Q1 | $3.89M | Buy |
|
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|
2018
Q4 | $2.57M | Buy |
|
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|
2018
Q3 | $2.88M | Sell |
|
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|
2018
Q2 | $2.91M | Buy |
|
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|
2018
Q1 | $2.41M | Sell |
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|
2017
Q4 | $2.57M | Sell |
|
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|
2017
Q3 | $2.51M | Buy |
|
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|
2017
Q2 | $2.25M | Buy |
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|
2017
Q1 | $1.75M | Sell |
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|
2016
Q4 | $2.04M | Buy |
|
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|
2016
Q3 | $1.76M | Sell |
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|
2016
Q2 | $1.75M | Buy |
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|
2016
Q1 | $1.83M | Buy |
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|
2015
Q4 | $1.71M | Buy |
|
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|
2015
Q3 | $1.6M | Buy |
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|
2015
Q2 | $1.61M | Buy |
|
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|
2015
Q1 | $1.36M | Buy |
|
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|
2014
Q4 | $803K | Buy |
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|
2014
Q3 | $581K | Sell |
|
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|
2014
Q2 | $608K | Buy |
|
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|
2014
Q1 | $582K | Hold |
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|
2013
Q4 | $582K | Buy |
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|
2013
Q3 | $432K | Buy |
|
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|
2013
Q2 | $291K | Buy |
|