BOK Financial Private Wealth’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
Q4 | $36.6K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $23.9K | Sell |
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|
2025
Q1 | $34.2K | Buy |
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|
2024
Q4 | $16.4K | Sell |
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|
2024
Q3 | $25.4K | Sell |
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|
2024
Q2 | $53.5K | Buy |
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|
2024
Q1 | $31.5K | Sell |
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|
2023
Q4 | $79.6K | Buy |
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|
2023
Q3 | $65K | Hold |
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|
2023
Q2 | $51.6K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $180K | Sell |
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|
2022
Q2 | $190K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $290K | Buy |
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