San Francisco Sentry Investment Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $121K | Buy |
|
|||||
|
2021
Q1 | $98K | Buy |
|
|||||
|
2020
Q4 | $56K | Buy |
|
|||||
|
2020
Q3 | $22K | Hold |
|
|||||
|
2020
Q2 | $30K | Sell |
|
|||||
|
2020
Q1 | $23K | Sell |
|
|||||
|
2019
Q4 | $311K | Sell |
|
|||||
|
2019
Q3 | $495K | Hold |
|
|||||
|
2019
Q2 | $452K | Sell |
|
|||||
|
2019
Q1 | $696K | Buy |
|
|||||
|
2018
Q4 | $515K | Buy |
|
|||||
|
2018
Q3 | $670K | Sell |
|
|||||
|
2018
Q2 | $680K | Sell |
|
|||||
|
2018
Q1 | $1.82M | Hold |
|
|||||
|
2017
Q4 | $1.92M | Sell |
|
|||||
|
2017
Q3 | $1.99M | Buy |
|
|||||
|
2017
Q2 | $1.79M | Buy |
|
|||||
|
2017
Q1 | $1.51M | Sell |
|
|||||
|
2016
Q4 | $1.68M | Buy |
|
|||||
|
2016
Q3 | $1.52M | Sell |
|
|||||
|
2016
Q2 | $1.54M | Buy |
|
|||||
|
2016
Q1 | $1.63M | Sell |
|
|||||
|
2015
Q4 | $1.64M | Buy |
|
|||||
|
2015
Q3 | $1.42M | Buy |
|
|||||
|
2015
Q2 | $1.42M | Buy |
|
|||||
|
2015
Q1 | $1.34M | Buy |
|
|||||
|
2014
Q4 | $1.2M | Buy |
|
|||||
|
2014
Q3 | $1.29M | Hold |
|
|||||
|
2014
Q2 | $1.28M | Buy |
|
|||||
|
2014
Q1 | $1.2M | Buy |
|
|||||
|
2013
Q4 | $1.07M | Buy |
|
|||||
|
2013
Q3 | $774K | Hold |
|
|||||
|
2013
Q2 | $789K | Buy |
|