Private Capital Advisors’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-10,200
Closed -$787K 109
2013
Q4
$787K Sell
10,200
-15,300
-60% -$1.18M 0.27% 69
2013
Q3
$1.47M Buy
+25,500
New +$1.47M 0.54% 61