Sumitomo Life Insurance’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-14,564
| Closed | -$1.15M | – | 282 |
|
|
2017
Q1 | $1.15M | Sell |
14,564
-904
| -6% | -$71.6K | 0.16% | 199 |
|
|
2016
Q4 | $1.34M | Buy |
15,468
+343
| +2% | +$29.6K | 0.19% | 182 |
|
|
2016
Q3 | $1.22M | Sell |
15,125
-12,704
| -46% | -$1.02M | 0.18% | 190 |
|
|
2016
Q2 | $2.21M | Sell |
27,829
-980
| -3% | -$77.8K | 0.3% | 105 |
|
|
2016
Q1 | $2.5M | Sell |
28,809
-872
| -3% | -$75.5K | 0.32% | 98 |
|
|
2015
Q4 | $2.43M | Sell |
29,681
-700
| -2% | -$57.3K | 0.31% | 100 |
|
|
2015
Q3 | $2.33M | Sell |
30,381
-774
| -2% | -$59.5K | 0.31% | 96 |
|
|
2015
Q2 | $2.51M | Sell |
31,155
-3,855
| -11% | -$311K | 0.31% | 103 |
|
|
2015
Q1 | $2.75M | Sell |
35,010
-3,690
| -10% | -$290K | 0.3% | 107 |
|
|
2014
Q4 | $2.78M | Buy |
38,700
+7,627
| +25% | +$547K | 0.28% | 120 |
|
|
2014
Q3 | $2.53M | Sell |
31,073
-847
| -3% | -$68.9K | 0.25% | 145 |
|
|
2014
Q2 | $2.57M | Buy |
31,920
+165
| +0.5% | +$13.3K | 0.25% | 150 |
|
|
2014
Q1 | $2.45M | Sell |
31,755
-2,681
| -8% | -$207K | 0.24% | 156 |
|
|
2013
Q4 | $2.66M | Sell |
34,436
-24,634
| -42% | -$1.9M | 0.24% | 151 |
|
|
2013
Q3 | $3.42M | Sell |
59,070
-2,258
| -4% | -$131K | 0.32% | 105 |
|
|
2013
Q2 | $3.61M | Buy |
+61,328
| New | +$3.61M | 0.35% | 94 |
|