Pinnacle Summer Investments’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$351K Sell
2015
Q3
$2.48M Buy
2015
Q2
$216K Sell
2015
Q1
$2.65M Buy
2014
Q4
$1.77M Buy
2014
Q3
$1.83M Buy
2014
Q2
$1.8M Buy
2014
Q1
$1.85M Buy
2013
Q4
$472K Sell
2013
Q3
$2.18M Buy
2013
Q2
$326K Buy