Bank of Stockton’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $215K | Sell |
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|
2020
Q2 | $583K | Sell |
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|
2020
Q1 | $540K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.18M | Buy |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $643K | Buy |
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|
2017
Q2 | $255K | Buy |
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|
2017
Q1 | $217K | Buy |
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