WFG Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $147K | Sell |
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|
2017
Q1 | $182K | Sell |
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|
2016
Q4 | $203K | Sell |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $215K | Sell |
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|
2016
Q1 | $303K | Buy |
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|
2015
Q4 | $250K | Sell |
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|
2015
Q3 | $283K | Buy |
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|
2015
Q2 | $288K | Sell |
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|
2015
Q1 | $317K | Sell |
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|
2014
Q4 | $406K | Sell |
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|
2014
Q3 | $619K | Sell |
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|
2014
Q2 | $692K | Buy |
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|
2014
Q1 | $599K | Sell |
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|
2013
Q4 | $682K | Buy |
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|
2013
Q3 | $507K | Sell |
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|
2013
Q2 | $535K | Buy |
|