SBSB
Sullivan, Bruyette, Speros & Blaney’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $302K | Buy |
3,705
+734
| +25% | +$59.8K | 0.01% | 239 |
|
|
2020
Q4 | $208K | Sell |
2,971
-47
| -2% | -$3.29K | 0.01% | 280 |
|
|
2020
Q3 | $156K | Sell |
3,018
-472
| -14% | -$24.4K | 0.01% | 281 |
|
|
2020
Q2 | $251K | Buy |
3,490
+827
| +31% | +$59.5K | 0.02% | 205 |
|
|
2020
Q1 | $143K | Sell |
2,663
-334
| -11% | -$17.9K | 0.01% | 251 |
|
|
2019
Q4 | $334K | Buy |
2,997
+322
| +12% | +$35.9K | 0.02% | 180 |
|
|
2019
Q3 | $274K | Sell |
2,675
-3
| -0.1% | -$307 | 0.02% | 197 |
|
|
2019
Q2 | $250K | Buy |
2,678
+263
| +11% | +$24.6K | 0.02% | 199 |
|
|
2019
Q1 | $230K | Sell |
2,415
-150
| -6% | -$14.3K | 0.01% | 194 |
|
|
2018
Q4 | $221K | Hold |
2,565
| – | – | 0.02% | 180 |
|
|
2018
Q3 | $289K | Hold |
2,565
| – | – | 0.03% | 139 |
|
|
2018
Q2 | $288K | Hold |
2,565
| – | – | 0.03% | 134 |
|
|
2018
Q1 | $246K | Hold |
2,565
| – | – | 0.02% | 144 |
|
|
2017
Q4 | $259K | Buy |
2,565
+247
| +11% | +$24.9K | 0.02% | 143 |
|
|
2017
Q3 | $212K | Buy |
+2,318
| New | +$212K | 0.02% | 150 |
|