Sullivan, Bruyette, Speros & Blaney’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $208K | Sell |
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|
2020
Q3 | $156K | Sell |
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|
2020
Q2 | $251K | Buy |
|
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|
2020
Q1 | $143K | Sell |
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|
2019
Q4 | $334K | Buy |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $250K | Buy |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $221K | Hold |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $288K | Hold |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | $212K | Buy |
|