Park Avenue Institutional Advisers’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,900
| Closed | -$698K | – | 9 |
|
|
2017
Q4 | $698K | Hold |
6,900
| – | – | 6.2% | 4 |
|
|
2017
Q3 | $632K | Buy |
+6,900
| New | +$632K | 7.07% | 4 |
|
|
2016
Q3 | – | Sell |
-2,965
| Closed | -$235K | – | 326 |
|
|
2016
Q2 | $235K | Sell |
2,965
-26
| -0.9% | -$2.06K | 0.2% | 121 |
|
|
2016
Q1 | $259K | Sell |
2,991
-84
| -3% | -$7.27K | 0.22% | 110 |
|
|
2015
Q4 | $252K | Sell |
3,075
-110
| -3% | -$9.02K | 0.22% | 114 |
|
|
2015
Q3 | $245K | Sell |
3,185
-480
| -13% | -$36.9K | 0.22% | 113 |
|
|
2015
Q2 | $295K | Buy |
+3,665
| New | +$295K | 0.24% | 107 |
|