Bell 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 | – | Sell |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $9.58M | Sell |
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|
2023
Q3 | $9.07M | Sell |
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|
2023
Q2 | $7.68M | Sell |
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|
2023
Q1 | $8.5M | Buy |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $369K | Hold |
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|
2019
Q3 | $339K | Hold |
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|
2019
Q2 | $310K | Hold |
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|
2019
Q1 | $315K | Sell |
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|
2018
Q4 | $286K | Hold |
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|
2018
Q3 | $375K | Sell |
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|
2018
Q2 | $381K | Buy |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $335K | Sell |
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|
2017
Q3 | $304K | Sell |
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|
2017
Q2 | $289K | Sell |
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|
2017
Q1 | $287K | Sell |
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|
2016
Q4 | $318K | Sell |
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|
2016
Q3 | $326K | Sell |
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|
2016
Q2 | $387K | Sell |
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|
2016
Q1 | $430K | Sell |
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|
2015
Q4 | $432K | Sell |
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|
2015
Q3 | $411K | Sell |
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|
2015
Q2 | $439K | Sell |
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|
2015
Q1 | $451K | Sell |
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|
2014
Q4 | $413K | Sell |
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|
2014
Q3 | $477K | Sell |
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|
2014
Q2 | $515K | Sell |
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|
2014
Q1 | $611K | Sell |
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|
2013
Q4 | $776K | Sell |
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|
2013
Q3 | $1.22M | Buy |
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|
2013
Q2 | $1.21M | Buy |
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