BOK Financial Private Wealth’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Sell |
200
-77
| -28% | -$9.19K | ﹤0.01% | 307 |
|
|
2025
Q1 | $34.2K | Buy |
277
+133
| +92% | +$16.4K | ﹤0.01% | 289 |
|
|
2024
Q4 | $16.4K | Sell |
144
-49
| -25% | -$5.58K | ﹤0.01% | 344 |
|
|
2024
Q3 | $25.4K | Sell |
193
-186
| -49% | -$24.5K | ﹤0.01% | 322 |
|
|
2024
Q2 | $53.5K | Buy |
379
+186
| +96% | +$26.3K | ﹤0.01% | 250 |
|
|
2024
Q1 | $31.5K | Sell |
193
-405
| -68% | -$66.2K | ﹤0.01% | 296 |
|
|
2023
Q4 | $79.6K | Buy |
598
+57
| +11% | +$7.59K | 0.01% | 210 |
|
|
2023
Q3 | $65K | Hold |
541
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $51.6K | Sell |
541
-1,500
| -73% | -$143K | ﹤0.01% | 225 |
|
|
2023
Q1 | $207K | Sell |
2,041
-189
| -8% | -$19.2K | 0.02% | 158 |
|
|
2022
Q4 | $232K | Hold |
2,230
| – | – | 0.02% | 148 |
|
|
2022
Q3 | $180K | Sell |
2,230
-90
| -4% | -$7.27K | 0.02% | 175 |
|
|
2022
Q2 | $190K | Sell |
2,320
-3,006
| -56% | -$246K | 0.02% | 175 |
|
|
2022
Q1 | $460K | Buy |
5,326
+1,330
| +33% | +$115K | 0.03% | 181 |
|
|
2021
Q4 | $290K | Buy |
+3,996
| New | +$290K | 0.02% | 232 |
|