Schooner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $161K | Hold |
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|
2016
Q2 | $160K | Sell |
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|
2016
Q1 | $343K | Hold |
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|
2015
Q4 | $320K | Hold |
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|
2015
Q3 | $312K | Sell |
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|
2015
Q2 | $488K | Buy |
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|
2015
Q1 | $400K | Sell |
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|
2014
Q4 | $723K | Sell |
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|
2014
Q3 | $1.99M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.78M | Buy |
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|
2013
Q2 | $1.65M | Buy |
|