Rockefeller Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $512K | Hold |
|
|||||
|
2017
Q3 | $464K | Hold |
|
|||||
|
2017
Q2 | $418K | Hold |
|
|||||
|
2017
Q1 | $401K | Sell |
|
|||||
|
2016
Q4 | $554K | Hold |
|
|||||
|
2016
Q3 | $517K | Sell |
|
|||||
|
2016
Q2 | $520K | Hold |
|
|||||
|
2016
Q1 | $568K | Hold |
|
|||||
|
2015
Q4 | $536K | Hold |
|
|||||
|
2015
Q3 | $504K | Buy |
|
|||||
|
2015
Q2 | $46K | Hold |
|
|||||
|
2015
Q1 | $45K | Hold |
|
|||||
|
2014
Q4 | $41K | Hold |
|
|||||
|
2014
Q3 | $47K | Hold |
|
|||||
|
2014
Q2 | $46K | Hold |
|
|||||
|
2014
Q1 | $44K | Hold |
|
|||||
|
2013
Q4 | $44K | Sell |
|
|||||
|
2013
Q3 | $59K | Hold |
|
|||||
|
2013
Q2 | $61K | Buy |
|