Stifel Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.43M | Hold |
17,527
| – | – | 0.27% | 106 |
|
|
2014
Q2 | $1.41M | Sell |
17,527
-175
| -1% | -$14.1K | 0.26% | 102 |
|
|
2014
Q1 | $1.37M | Sell |
17,702
-94
| -0.5% | -$7.25K | 0.26% | 104 |
|
|
2013
Q4 | $1.37M | Sell |
17,796
-10
| -0.1% | -$772 | 0.26% | 100 |
|
|
2013
Q3 | $1.03M | Sell |
17,806
-94
| -0.5% | -$5.44K | 0.21% | 112 |
|
|
2013
Q2 | $1.06M | Buy |
+17,900
| New | +$1.06M | 0.22% | 107 |
|