VNIM
Vaughan Nelson Investment Management’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15
| Closed | -$2K | – | 249 |
|
|
2023
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 234 |
|
|
2014
Q1 | – | Sell |
-573,540
| Closed | -$44.2M | – | 180 |
|
|
2013
Q4 | $44.2M | Sell |
573,540
-254,725
| -31% | -$19.6M | 0.69% | 70 |
|
|
2013
Q3 | $47.9M | Sell |
828,265
-8,625
| -1% | -$499K | 0.81% | 50 |
|
|
2013
Q2 | $49.3M | Buy |
+836,890
| New | +$49.3M | 0.93% | 42 |
|