Smith Hayes Advisers’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
Q1 | $2.07M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $861K | Buy |
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|
2015
Q2 | $864K | Buy |
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|
2015
Q1 | $828K | Sell |
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|
2014
Q4 | $762K | Buy |
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|
2014
Q3 | $864K | Sell |
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|
2014
Q2 | $1.2M | Buy |
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|
2014
Q1 | $1.11M | Buy |
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|
2013
Q4 | $1.01M | Buy |
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|
2013
Q3 | $662K | Buy |
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|
2013
Q2 | $667K | Buy |
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