Stone Toro Investment Advisers’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,400
| Closed | -$244K | – | 55 |
|
|
2014
Q4 | $244K | Buy |
+3,400
| New | +$244K | 0.63% | 58 |
|
|
2014
Q3 | – | Sell |
-5,700
| Closed | -$458K | – | 93 |
|
|
2014
Q2 | $458K | Buy |
5,700
+3,100
| +119% | +$249K | 1.32% | 24 |
|
|
2014
Q1 | $200K | Sell |
2,600
-7,800
| -75% | -$600K | 0.28% | 111 |
|
|
2013
Q4 | $802K | Buy |
10,400
+5,200
| +100% | +$401K | 0.71% | 35 |
|
|
2013
Q3 | $301K | Buy |
5,200
+728
| +16% | +$42.1K | 0.2% | 106 |
|
|
2013
Q2 | $263K | Buy |
+4,472
| New | +$263K | 0.16% | 157 |
|