Sonora Investment Management’s Phillips 66 PSX Stock Holding History

Sonora Investment Management’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.25M	Buy
2021 Q2	$1.41M	Buy
2021 Q1	$1.27M	Sell
2020 Q4	$1.09M	Sell
2020 Q3	$830K	Sell
2020 Q2	$1.18M	Buy
2020 Q1	$850K	Sell
2019 Q4	$1.86M	Sell
2019 Q3	$1.71M	Sell
2019 Q2	$1.59M	Sell
2019 Q1	$1.63M	Sell
2018 Q4	$1.48M	Buy
2018 Q3	$1.92M	Sell
2018 Q2	$1.95M	Sell
2018 Q1	$1.67M	Sell
2017 Q4	$1.78M	Sell
2017 Q3	$1.64M	Sell
2017 Q2	$1.52M	Hold
2017 Q1	$1.45M	Sell
2016 Q4	$1.63M	Sell
2016 Q3	$1.54M	Sell
2016 Q2	$1.52M	Sell
2016 Q1	$1.79M	Sell
2015 Q4	$1.69M	Sell
2015 Q3	$1.62M	Buy