Waddell & Reed Financial’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 | $40.7M | Sell |
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|
2020
Q4 | $35.8M | Buy |
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|
2020
Q3 | $15.9M | Sell |
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|
2020
Q2 | $132M | Buy |
|
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|
2020
Q1 | $91.6M | Buy |
|
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|
2019
Q4 | $144M | Sell |
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|
2019
Q3 | $145M | Sell |
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|
2019
Q2 | $141M | Buy |
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|
2019
Q1 | $41.3M | Buy |
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|
2018
Q4 | $36.6M | Buy |
|
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|
2018
Q3 | $42.3M | Sell |
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|
2018
Q2 | $43.1M | Sell |
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|
2018
Q1 | $38M | Sell |
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|
2017
Q4 | $41.9M | Sell |
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|
2017
Q3 | $111M | Sell |
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|
2017
Q2 | $108M | Sell |
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|
2017
Q1 | $124M | Sell |
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|
2016
Q4 | $144M | Buy |
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|
2016
Q3 | $19.6M | Buy |
|
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|
2016
Q2 | $15.3M | Sell |
|
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|
2016
Q1 | $28.1M | Sell |
|
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|
2015
Q4 | $343M | Sell |
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|
2015
Q3 | $607M | Sell |
|
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|
2015
Q2 | $779M | Sell |
|
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|
2015
Q1 | $881M | Sell |
|
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|
2014
Q4 | $857M | Buy |
|
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|
2014
Q3 | $634M | Buy |
|
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|
2014
Q2 | $506M | Sell |
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|
2014
Q1 | $1.04B | Buy |
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|
2013
Q4 | $979M | Buy |
|
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|
2013
Q3 | $627M | Buy |
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|
2013
Q2 | $604M | Buy |
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