Symphony Asset Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.45M | Sell |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.43M | Sell |
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|
2017
Q2 | $1.32M | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.94M | Buy |
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|
2016
Q1 | $1.49M | Buy |
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|
2015
Q4 | $749K | Buy |
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|
2015
Q3 | $315K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.04M | Buy |
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|
2014
Q3 | $3.02M | Buy |
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|
2014
Q2 | $1.68M | Sell |
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|
2014
Q1 | $1.76M | Buy |
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|
2013
Q4 | $612K | Sell |
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|
2013
Q3 | $1.02M | Buy |
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|
2013
Q2 | $727K | Buy |
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