WBG
Wharton Business Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,855
| Closed | -$247K | – | 118 |
|
|
2016
Q4 | $247K | Sell |
2,855
-207
| -7% | -$17.9K | 0.03% | 101 |
|
|
2016
Q3 | $247K | Sell |
3,062
-180
| -6% | -$14.5K | 0.03% | 105 |
|
|
2016
Q2 | $257K | Buy |
3,242
+59
| +2% | +$4.68K | 0.03% | 113 |
|
|
2016
Q1 | $276K | Sell |
3,183
-125
| -4% | -$10.8K | 0.03% | 111 |
|
|
2015
Q4 | $271K | Sell |
3,308
-12,247
| -79% | -$1M | 0.03% | 108 |
|
|
2015
Q3 | $1.2M | Buy |
15,555
+105
| +0.7% | +$8.07K | 0.12% | 80 |
|
|
2015
Q2 | $1.25K | Sell |
15,450
-3,650
| -19% | -$294 | 0.08% | 84 |
|
|
2015
Q1 | $1.5M | Buy |
19,100
+1,943
| +11% | +$153K | 0.12% | 87 |
|
|
2014
Q4 | $1.23M | Sell |
17,157
-2,545
| -13% | -$182K | 0.1% | 89 |
|
|
2014
Q3 | $1.6M | Buy |
19,702
+1,046
| +6% | +$85.1K | 0.14% | 90 |
|
|
2014
Q2 | $1.5M | Sell |
18,656
-270
| -1% | -$21.7K | 0.17% | 87 |
|
|
2014
Q1 | $1.46M | Sell |
18,926
-260
| -1% | -$20K | 0.12% | 99 |
|
|
2013
Q4 | $1.48M | Sell |
19,186
-20,095
| -51% | -$1.55M | 0.12% | 98 |
|
|
2013
Q3 | $2.27M | Hold |
39,281
| – | – | 0.19% | 79 |
|
|
2013
Q2 | $2.31M | Buy |
+39,281
| New | +$2.31M | 0.2% | 77 |
|