Peachtree Investment Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $281K | Hold |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $363K | Hold |
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|
2017
Q2 | $328K | Hold |
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|
2017
Q1 | $314K | Sell |
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|
2016
Q4 | $401K | Hold |
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|
2016
Q3 | $374K | Sell |
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|
2016
Q2 | $404K | Hold |
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|
2016
Q1 | $441K | Hold |
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|
2015
Q4 | $417K | Sell |
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|
2015
Q3 | $430K | Hold |
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|
2015
Q2 | $451K | Hold |
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|
2015
Q1 | $440K | Hold |
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|
2014
Q4 | $401K | Hold |
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|
2014
Q3 | $455K | Hold |
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|
2014
Q2 | $450K | Sell |
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|
2014
Q1 | $462K | Sell |
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|
2013
Q4 | $464K | Buy |
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