Pratt Collard Advisory Partners’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
Q1
Sell
2019
Q4
$386K Sell
2019
Q3
$365K Sell
2019
Q2
$343K Sell
2019
Q1
$356K Hold
2018
Q4
$322K Buy
2018
Q3
$416K Hold
2018
Q2
$415K Hold
2018
Q1
$354K Sell
2017
Q4
$401K Buy