Wheatland Advisors’s Phillips 66 PSX Stock Holding History

Wheatland Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$213K	Buy
2020 Q1	–	Sell
2019 Q4	$1.06M	Sell
2019 Q3	$1.5M	Sell
2019 Q2	$1.81M	Sell
2019 Q1	$1.86M	Sell
2018 Q4	$1.73M	Sell
2018 Q3	$2.28M	Buy
2018 Q2	$2.27M	Buy
2018 Q1	$1.94M	Buy
2017 Q4	$2.05M	Hold
2017 Q3	$1.85M	Sell
2017 Q2	$1.68M	Sell
2017 Q1	$1.68M	Sell
2016 Q4	$1.89M	Sell
2016 Q3	$1.76M	Buy
2016 Q2	$1.74M	Sell
2016 Q1	$1.91M	Sell
2015 Q4	$1.81M	Buy
2015 Q3	$1.7M	Sell
2015 Q2	$1.83M	Hold
2015 Q1	$1.78M	Sell
2014 Q4	$1.64M	Sell
2014 Q3	$1.87M	Sell
2014 Q2	$2.36M	Sell
2014 Q1	$1.81M	Buy
2013 Q4	$1.81M	Buy