1ST Source Bank’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $761K | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $802K | Sell |
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|
2024
Q2 | $954K | Sell |
|
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|
2024
Q1 | $1.11M | Hold |
|
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|
2023
Q4 | $904K | Sell |
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|
2023
Q3 | $832K | Sell |
|
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|
2023
Q2 | $663K | Buy |
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|
2023
Q1 | $699K | Sell |
|
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|
2022
Q4 | $801K | Buy |
|
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $557K | Buy |
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|
2022
Q1 | $579K | Buy |
|
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $403K | Hold |
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|
2021
Q2 | $493K | Sell |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $494K | Sell |
|
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|
2020
Q1 | $372K | Buy |
|
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|
2019
Q4 | $762K | Sell |
|
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|
2019
Q3 | $702K | Hold |
|
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|
2019
Q2 | $641K | Buy |
|
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|
2019
Q1 | $643K | Sell |
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|
2018
Q4 | $595K | Buy |
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|
2018
Q3 | $567K | Sell |
|
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|
2018
Q2 | $578K | Sell |
|
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|
2018
Q1 | $555K | Buy |
|
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|
2017
Q4 | $581K | Sell |
|
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|
2017
Q3 | $539K | Sell |
|
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|
2017
Q2 | $486K | Sell |
|
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|
2017
Q1 | $470K | Sell |
|
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|
2016
Q4 | $522K | Sell |
|
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|
2016
Q3 | $488K | Sell |
|
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|
2016
Q2 | $488K | Buy |
|
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|
2016
Q1 | $497K | Sell |
|
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|
2015
Q4 | $477K | Sell |
|
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|
2015
Q3 | $488K | Buy |
|
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|
2015
Q2 | $505K | Sell |
|
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|
2015
Q1 | $498K | Sell |
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|
2014
Q4 | $460K | Sell |
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|
2014
Q3 | $550K | Sell |
|
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|
2014
Q2 | $557K | Sell |
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|
2014
Q1 | $577K | Sell |
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|
2013
Q4 | $614K | Buy |
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|
2013
Q3 | $454K | Sell |
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|
2013
Q2 | $465K | Buy |
|