Point View Wealth Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $294K | Buy |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $506K | Sell |
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|
2019
Q3 | $488K | Sell |
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|
2019
Q2 | $456K | Hold |
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|
2019
Q1 | $464K | Buy |
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|
2018
Q4 | $419K | Hold |
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|
2018
Q3 | $549K | Sell |
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|
2018
Q2 | $555K | Sell |
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|
2018
Q1 | $480K | Sell |
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|
2017
Q4 | $535K | Sell |
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|
2017
Q3 | $488K | Sell |
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|
2017
Q2 | $466K | Hold |
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|
2017
Q1 | $446K | Buy |
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|
2016
Q4 | $453K | Sell |
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|
2016
Q3 | $439K | Sell |
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|
2016
Q2 | $443K | Buy |
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|
2016
Q1 | $479K | Sell |
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|
2015
Q4 | $461K | Sell |
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|
2015
Q3 | $447K | Buy |
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|
2015
Q2 | $468K | Buy |
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|
2015
Q1 | $453K | Sell |
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|
2014
Q4 | $421K | Sell |
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|
2014
Q3 | $491K | Sell |
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|
2014
Q2 | $488K | Sell |
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|
2014
Q1 | $473K | Sell |
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|
2013
Q4 | $479K | Buy |
|