VSR Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $2.32M | Sell |
29,298
-2,447
| -8% | -$194K | 0.38% | 76 |
|
|
2016
Q1 | $2.75M | Buy |
31,745
+11,233
| +55% | +$973K | 0.29% | 91 |
|
|
2015
Q4 | $1.68M | Sell |
20,512
-9,426
| -31% | -$771K | 0.18% | 146 |
|
|
2015
Q3 | $2.3M | Sell |
29,938
-4,205
| -12% | -$323K | 0.26% | 97 |
|
|
2015
Q2 | $2.75M | Buy |
34,143
+2,976
| +10% | +$240K | 0.29% | 84 |
|
|
2015
Q1 | $2.45M | Buy |
31,167
+7,334
| +31% | +$577K | 0.26% | 93 |
|
|
2014
Q4 | $1.71M | Buy |
23,833
+8,005
| +51% | +$574K | 0.19% | 129 |
|
|
2014
Q3 | $1.29M | Buy |
15,828
+4,947
| +45% | +$402K | 0.15% | 151 |
|
|
2014
Q2 | $875K | Sell |
10,881
-228
| -2% | -$18.3K | 0.11% | 219 |
|
|
2014
Q1 | $856K | Sell |
11,109
-221
| -2% | -$17K | 0.12% | 210 |
|
|
2013
Q4 | $874K | Buy |
11,330
+2,011
| +22% | +$155K | 0.13% | 188 |
|
|
2013
Q3 | $539K | Buy |
9,319
+160
| +2% | +$9.25K | 0.09% | 260 |
|
|
2013
Q2 | $540K | Buy |
+9,159
| New | +$540K | 0.11% | 227 |
|