Wood Investment Counsel’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $26.5M | Sell |
326,439
-2,507
| -0.8% | -$204K | 3.97% | 4 |
|
|
2014
Q2 | $26.5M | Sell |
328,946
-6,863
| -2% | -$552K | 3.94% | 6 |
|
|
2014
Q1 | $25.9M | Sell |
335,809
-560
| -0.2% | -$43.2K | 4.19% | 4 |
|
|
2013
Q4 | $25.9M | Buy |
336,369
+9,240
| +3% | +$713K | 4.1% | 4 |
|
|
2013
Q3 | $18.9M | Buy |
327,129
+1,855
| +0.6% | +$107K | 3.39% | 12 |
|
|
2013
Q2 | $19.2M | Buy |
+325,274
| New | +$19.2M | 3.55% | 9 |
|