Security National Trust’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
Q3 | $146K | Hold |
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|
2021
Q2 | $146K | Sell |
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|
2021
Q1 | $142K | Hold |
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|
2020
Q4 | $122K | Sell |
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|
2020
Q3 | $95K | Sell |
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|
2020
Q2 | $184K | Sell |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | $284K | Hold |
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|
2019
Q3 | $262K | Hold |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $401K | Sell |
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|
2018
Q4 | $381K | Hold |
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|
2018
Q3 | $498K | Sell |
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|
2018
Q2 | $523K | Sell |
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|
2018
Q1 | $476K | Sell |
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|
2017
Q4 | $533K | Sell |
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|
2017
Q3 | $571K | Sell |
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|
2017
Q2 | $587K | Sell |
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|
2017
Q1 | $600K | Sell |
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|
2016
Q4 | $731K | Sell |
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|
2016
Q3 | $710K | Sell |
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|
2016
Q2 | $728K | Sell |
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|
2016
Q1 | $815K | Sell |
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|
2015
Q4 | $771K | Sell |
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|
2015
Q3 | $733K | Buy |
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|
2015
Q2 | $735K | Sell |
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|
2015
Q1 | $722K | Buy |
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|
2014
Q4 | $650K | Sell |
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|
2014
Q3 | $796K | Sell |
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|
2014
Q2 | $789K | Sell |
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|
2014
Q1 | $783K | Sell |
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|
2013
Q4 | $829K | Sell |
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|
2013
Q3 | $630K | Sell |
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|
2013
Q2 | $671K | Buy |
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