Wellesley Investment Partners’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $329K | Sell |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $941K | Sell |
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|
2019
Q3 | $976K | Buy |
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|
2019
Q2 | $865K | Sell |
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|
2019
Q1 | $950K | Sell |
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|
2018
Q4 | $983K | Buy |
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|
2018
Q3 | $1.27M | Sell |
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|
2018
Q2 | $1.26M | Sell |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $949K | Sell |
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|
2017
Q2 | $918K | Buy |
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|
2017
Q1 | $850K | Buy |
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|
2016
Q4 | $817K | Buy |
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|
2016
Q3 | $612K | Buy |
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|
2016
Q2 | $478K | Buy |
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|
2016
Q1 | $467K | Buy |
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|
2015
Q4 | $322K | Buy |
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