PAG
Pinnacle Advisory Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,348
| Closed | -$238K | – | 200 |
|
|
2017
Q4 | $238K | Buy |
+2,348
| New | +$238K | 0.01% | 186 |
|
|
2017
Q1 | – | Sell |
-2,594
| Closed | -$224K | – | 203 |
|
|
2016
Q4 | $224K | Buy |
+2,594
| New | +$224K | 0.02% | 174 |
|
|
2016
Q2 | – | Sell |
-2,525
| Closed | -$218K | – | 143 |
|
|
2016
Q1 | $218K | Buy |
+2,525
| New | +$218K | 0.02% | 104 |
|
|
2015
Q3 | – | Sell |
-2,526
| Closed | -$203K | – | 117 |
|
|
2015
Q2 | $203K | Sell |
2,526
-598
| -19% | -$48.1K | 0.02% | 101 |
|
|
2015
Q1 | $245K | Buy |
3,124
+100
| +3% | +$7.84K | 0.02% | 119 |
|
|
2014
Q4 | $216K | Sell |
3,024
-825
| -21% | -$58.9K | 0.02% | 129 |
|
|
2014
Q3 | $312K | Hold |
3,849
| – | – | 0.04% | 87 |
|
|
2014
Q2 | $309K | Buy |
+3,849
| New | +$309K | 0.04% | 90 |
|