Wealthfront’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
Q3
$915K Sell
2018
Q2
$1.07M Buy
2018
Q1
$621K Buy
2017
Q4
$627K Buy
2017
Q3
$534K Buy
2017
Q2
$457K Buy
2017
Q1
$415K Sell
2016
Q4
$496K Buy
2016
Q3
$418K Sell
2016
Q2
$602K Buy
2016
Q1
$589K Sell
2015
Q4
$562K Buy
2015
Q3
$454K Buy
2015
Q2
$394K Buy
2015
Q1
$324K Buy
2014
Q4
$177K Sell
2014
Q3
$325K Buy
2014
Q2
$231K Buy
2014
Q1
$133K Buy