PSI
Pinnacle Summer Investments’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $351K | Sell |
4,270
-28,004
| -87% | -$2.3M | 0.05% | 157 |
|
|
2015
Q3 | $2.48M | Buy |
32,274
+29,588
| +1,102% | +$2.28M | 0.42% | 48 |
|
|
2015
Q2 | $216K | Sell |
2,686
-30,978
| -92% | -$2.49M | 0.05% | 171 |
|
|
2015
Q1 | $2.65M | Buy |
33,664
+8,979
| +36% | +$706K | 0.37% | 51 |
|
|
2014
Q4 | $1.77M | Buy |
24,685
+2,139
| +9% | +$153K | 0.22% | 82 |
|
|
2014
Q3 | $1.83M | Buy |
22,546
+253
| +1% | +$20.6K | 0.2% | 78 |
|
|
2014
Q2 | $1.8M | Buy |
22,293
+4
| +0% | +$323 | 0.21% | 71 |
|
|
2014
Q1 | $1.86M | Buy |
22,289
+16,173
| +264% | +$1.35M | 0.23% | 60 |
|
|
2013
Q4 | $472K | Sell |
6,116
-31,547
| -84% | -$2.43M | 0.06% | 162 |
|
|
2013
Q3 | $2.18M | Buy |
37,663
+32,120
| +579% | +$1.86M | 0.39% | 40 |
|
|
2013
Q2 | $326K | Buy |
+5,543
| New | +$326K | 0.08% | 169 |
|