1SB
1ST Source Bank’s Phillips 66 PSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $746K | Buy |
6,255
+93
| +2% | +$11.1K | 0.04% | 159 |
|
2025
Q1 | $761K | Buy |
6,162
+39
| +0.6% | +$4.82K | 0.04% | 155 |
|
2024
Q4 | $698K | Buy |
6,123
+20
| +0.3% | +$2.28K | 0.04% | 161 |
|
2024
Q3 | $802K | Sell |
6,103
-655
| -10% | -$86.1K | 0.05% | 151 |
|
2024
Q2 | $954K | Sell |
6,758
-33
| -0.5% | -$4.66K | 0.06% | 133 |
|
2024
Q1 | $1.11M | Hold |
6,791
| – | – | 0.06% | 127 |
|
2023
Q4 | $904K | Sell |
6,791
-135
| -2% | -$18K | 0.05% | 136 |
|
2023
Q3 | $832K | Sell |
6,926
-23
| -0.3% | -$2.76K | 0.06% | 135 |
|
2023
Q2 | $663K | Buy |
6,949
+50
| +0.7% | +$4.77K | 0.04% | 155 |
|
2023
Q1 | $699K | Sell |
6,899
-800
| -10% | -$81.1K | 0.05% | 158 |
|
2022
Q4 | $801K | Buy |
7,699
+400
| +5% | +$41.6K | 0.05% | 142 |
|
2022
Q3 | $589K | Buy |
7,299
+500
| +7% | +$40.3K | 0.04% | 162 |
|
2022
Q2 | $557K | Buy |
6,799
+93
| +1% | +$7.62K | 0.04% | 168 |
|
2022
Q1 | $579K | Buy |
6,706
+895
| +15% | +$77.3K | 0.04% | 171 |
|
2021
Q4 | $421K | Buy |
5,811
+61
| +1% | +$4.42K | 0.02% | 191 |
|
2021
Q3 | $403K | Hold |
5,750
| – | – | 0.03% | 191 |
|
2021
Q2 | $493K | Sell |
5,750
-50
| -0.9% | -$4.29K | 0.03% | 180 |
|
2021
Q1 | $473K | Sell |
5,800
-100
| -2% | -$8.16K | 0.03% | 177 |
|
2020
Q4 | $413K | Sell |
5,900
-615
| -9% | -$43.1K | 0.03% | 180 |
|
2020
Q3 | $338K | Sell |
6,515
-351
| -5% | -$18.2K | 0.03% | 182 |
|
2020
Q2 | $494K | Sell |
6,866
-75
| -1% | -$5.4K | 0.04% | 155 |
|
2020
Q1 | $372K | Buy |
6,941
+105
| +2% | +$5.63K | 0.04% | 160 |
|
2019
Q4 | $762K | Sell |
6,836
-15
| -0.2% | -$1.67K | 0.06% | 133 |
|
2019
Q3 | $702K | Hold |
6,851
| – | – | 0.06% | 132 |
|
2019
Q2 | $641K | Buy |
6,851
+93
| +1% | +$8.7K | 0.05% | 138 |
|
2019
Q1 | $643K | Sell |
6,758
-145
| -2% | -$13.8K | 0.05% | 137 |
|
2018
Q4 | $595K | Buy |
6,903
+1,871
| +37% | +$161K | 0.06% | 131 |
|
2018
Q3 | $567K | Sell |
5,032
-113
| -2% | -$12.7K | 0.05% | 148 |
|
2018
Q2 | $578K | Sell |
5,145
-638
| -11% | -$71.7K | 0.05% | 143 |
|
2018
Q1 | $555K | Buy |
5,783
+40
| +0.7% | +$3.84K | 0.05% | 145 |
|
2017
Q4 | $581K | Sell |
5,743
-137
| -2% | -$13.9K | 0.05% | 143 |
|
2017
Q3 | $539K | Sell |
5,880
-1
| -0% | -$92 | 0.04% | 148 |
|
2017
Q2 | $486K | Sell |
5,881
-51
| -0.9% | -$4.22K | 0.04% | 155 |
|
2017
Q1 | $470K | Sell |
5,932
-112
| -2% | -$8.87K | 0.04% | 161 |
|
2016
Q4 | $522K | Sell |
6,044
-19
| -0.3% | -$1.64K | 0.05% | 148 |
|
2016
Q3 | $488K | Sell |
6,063
-80
| -1% | -$6.44K | 0.05% | 153 |
|
2016
Q2 | $488K | Buy |
6,143
+400
| +7% | +$31.8K | 0.06% | 150 |
|
2016
Q1 | $497K | Sell |
5,743
-89
| -2% | -$7.7K | 0.06% | 149 |
|
2015
Q4 | $477K | Sell |
5,832
-525
| -8% | -$42.9K | 0.06% | 151 |
|
2015
Q3 | $488K | Buy |
6,357
+80
| +1% | +$6.14K | 0.06% | 175 |
|
2015
Q2 | $505K | Sell |
6,277
-62
| -1% | -$4.99K | 0.05% | 160 |
|
2015
Q1 | $498K | Sell |
6,339
-70
| -1% | -$5.5K | 0.06% | 150 |
|
2014
Q4 | $460K | Sell |
6,409
-350
| -5% | -$25.1K | 0.06% | 154 |
|
2014
Q3 | $550K | Sell |
6,759
-167
| -2% | -$13.6K | 0.07% | 134 |
|
2014
Q2 | $557K | Sell |
6,926
-562
| -8% | -$45.2K | 0.07% | 138 |
|
2014
Q1 | $577K | Sell |
7,488
-475
| -6% | -$36.6K | 0.08% | 133 |
|
2013
Q4 | $614K | Buy |
7,963
+100
| +1% | +$7.71K | 0.08% | 132 |
|
2013
Q3 | $454K | Sell |
7,863
-22
| -0.3% | -$1.27K | 0.07% | 153 |
|
2013
Q2 | $465K | Buy |
+7,885
| New | +$465K | 0.08% | 136 |
|