Spectrum Advisory Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.33M | Hold |
15,397
| – | – | 0.52% | 68 |
|
|
2015
Q4 | $1.26M | Hold |
15,397
| – | – | 0.5% | 70 |
|
|
2015
Q3 | $1.18M | Hold |
15,397
| – | – | 0.49% | 73 |
|
|
2015
Q2 | $1.24M | Sell |
15,397
-2,049
| -12% | -$165K | 0.47% | 74 |
|
|
2015
Q1 | $1.37M | Sell |
17,446
-100
| -0.6% | -$7.86K | 0.48% | 70 |
|
|
2014
Q4 | $1.26M | Hold |
17,546
| – | – | 0.44% | 76 |
|
|
2014
Q3 | $1.43M | Hold |
17,546
| – | – | 0.52% | 67 |
|
|
2014
Q2 | $1.41M | Hold |
17,546
| – | – | 0.49% | 70 |
|
|
2014
Q1 | $1.35M | Hold |
17,546
| – | – | 0.48% | 69 |
|
|
2013
Q4 | $1.35M | Sell |
17,546
-750
| -4% | -$57.8K | 0.48% | 67 |
|
|
2013
Q3 | $1.06M | Sell |
18,296
-600
| -3% | -$34.7K | 0.41% | 79 |
|
|
2013
Q2 | $1.11M | Buy |
+18,896
| New | +$1.11M | 0.45% | 72 |
|