Sather Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,306
| Closed | -$484K | – | 69 |
|
|
2018
Q2 | $484K | Buy |
4,306
+250
| +6% | +$28.1K | 0.11% | 52 |
|
|
2018
Q1 | $389K | Sell |
4,056
-55
| -1% | -$5.28K | 0.09% | 58 |
|
|
2017
Q4 | $416K | Hold |
4,111
| – | – | 0.1% | 51 |
|
|
2017
Q3 | $377K | Hold |
4,111
| – | – | 0.1% | 55 |
|
|
2017
Q2 | $340K | Buy |
+4,111
| New | +$340K | 0.1% | 58 |
|