Winslow Evans & Crocker’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
Q4 | $224K | Sell |
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|
2020
Q3 | $171K | Sell |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $270K | Buy |
|
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|
2019
Q4 | $552K | Sell |
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|
2019
Q3 | $516K | Buy |
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|
2019
Q2 | $454K | Buy |
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|
2019
Q1 | $400K | Buy |
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|
2018
Q4 | $352K | Sell |
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|
2018
Q3 | $506K | Hold |
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|
2018
Q2 | $506K | Hold |
|
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|
2018
Q1 | $430K | Hold |
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|
2017
Q4 | $453K | Sell |
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|
2017
Q3 | $412K | Sell |
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|
2017
Q2 | $382K | Hold |
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|
2017
Q1 | $366K | Buy |
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|
2016
Q4 | $378K | Hold |
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|
2016
Q3 | $353K | Sell |
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|
2016
Q2 | $355K | Buy |
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|
2016
Q1 | $388K | Buy |
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|
2015
Q4 | $323K | Sell |
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|
2015
Q3 | $321K | Sell |
|
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|
2015
Q2 | $339K | Hold |
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|
2015
Q1 | $330K | Hold |
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|
2014
Q4 | $301K | Hold |
|
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|
2014
Q3 | $342K | Sell |
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|
2014
Q2 | $346K | Buy |
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|
2014
Q1 | $327K | Buy |
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|
2013
Q4 | $324K | Buy |
|