Williams Jones & Associates’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $342K | Sell |
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|
2018
Q4 | $358K | Buy |
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|
2018
Q3 | $393K | Buy |
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|
2018
Q2 | $345K | Buy |
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|
2018
Q1 | $268K | Sell |
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|
2017
Q4 | $303K | Buy |
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|
2017
Q3 | $256K | Buy |
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|
2017
Q2 | $215K | Hold |
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|
2017
Q1 | $206K | Hold |
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|
2016
Q4 | $224K | Sell |
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|
2016
Q3 | $241K | Hold |
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|
2016
Q2 | $238K | Buy |
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|
2016
Q1 | $225K | Hold |
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|
2015
Q4 | $212K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $352K | Sell |
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|
2015
Q1 | $1.09M | Sell |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $1.18M | Sell |
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|
2014
Q2 | $1.33M | Sell |
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|
2014
Q1 | $2.28M | Sell |
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|
2013
Q4 | $34M | Buy |
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|
2013
Q3 | $13.4M | Buy |
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|
2013
Q2 | $6.72M | Buy |
|