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BOK Financial’s Phillips 66 PSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.72M Buy
73,068
+31,629
+76% +$3.77M 0.14% 134
2025
Q1
$5.12M Buy
41,439
+4,874
+13% +$602K 0.09% 185
2024
Q4
$4.17M Buy
36,565
+63
+0.2% +$7.18K 0.07% 212
2024
Q3
$5.07M Sell
36,502
-1,461
-4% -$203K 0.09% 193
2024
Q2
$5.36M Sell
37,963
-22,018
-37% -$3.11M 0.1% 191
2024
Q1
$9.8M Sell
59,981
-94,056
-61% -$15.4M 0.18% 124
2023
Q4
$20.5M Sell
154,037
-3,047
-2% -$406K 0.4% 56
2023
Q3
$17.9M Sell
157,084
-4,927
-3% -$562K 0.39% 58
2023
Q2
$15.5M Sell
162,011
-4,888
-3% -$466K 0.31% 72
2023
Q1
$16.9M Sell
166,899
-28,705
-15% -$2.91M 0.35% 63
2022
Q4
$20.4M Buy
195,604
+1,187
+0.6% +$124K 0.38% 61
2022
Q3
$15.7M Sell
194,417
-30,979
-14% -$2.5M 0.32% 76
2022
Q2
$18.5M Buy
225,396
+1,546
+0.7% +$127K 0.35% 68
2022
Q1
$19.3M Buy
223,850
+1,528
+0.7% +$132K 0.32% 73
2021
Q4
$16.1M Sell
222,322
-3,650
-2% -$264K 0.25% 91
2021
Q3
$15.8M Buy
+225,972
New +$15.8M 0.27% 86
2021
Q1
$16.6M Buy
203,038
+34,917
+21% +$2.85M 0.3% 79
2020
Q4
$11.8M Buy
168,121
+14,997
+10% +$1.05M 0.22% 103
2020
Q3
$7.94M Sell
153,124
-10,495
-6% -$544K 0.17% 127
2020
Q2
$11.8M Buy
163,619
+40,357
+33% +$2.9M 0.28% 90
2020
Q1
$6.61M Buy
123,262
+47,773
+63% +$2.56M 0.19% 122
2019
Q4
$8.41M Buy
75,489
+2,239
+3% +$249K 0.19% 123
2019
Q3
$7.5M Sell
73,250
-3,585
-5% -$367K 0.18% 126
2019
Q2
$7.19M Buy
76,835
+1,582
+2% +$148K 0.17% 137
2019
Q1
$7.16M Buy
75,253
+21,366
+40% +$2.03M 0.17% 145
2018
Q4
$4.64M Sell
53,887
-4,310
-7% -$371K 0.13% 171
2018
Q3
$6.56M Buy
58,197
+5,601
+11% +$631K 0.16% 157
2018
Q2
$5.91M Sell
52,596
-552
-1% -$62K 0.16% 158
2018
Q1
$5.1M Buy
53,148
+8,052
+18% +$773K 0.14% 164
2017
Q4
$4.56M Buy
45,096
+1,972
+5% +$199K 0.13% 186
2017
Q3
$3.95M Buy
43,124
+9,606
+29% +$880K 0.11% 202
2017
Q2
$2.77M Sell
33,518
-277
-0.8% -$22.9K 0.09% 249
2017
Q1
$2.68M Buy
33,795
+7,642
+29% +$605K 0.08% 262
2016
Q4
$2.26M Sell
26,153
-32,159
-55% -$2.78M 0.07% 285
2016
Q3
$4.7M Buy
58,312
+29,283
+101% +$2.36M 0.16% 151
2016
Q2
$2.3M Buy
29,029
+763
+3% +$60.5K 0.08% 278
2016
Q1
$2.45M Buy
28,266
+3,710
+15% +$321K 0.09% 266
2015
Q4
$2.01M Sell
24,556
-2,394
-9% -$196K 0.07% 304
2015
Q3
$2.07M Sell
26,950
-3,616
-12% -$278K 0.08% 285
2015
Q2
$2.46M Sell
30,566
-11,353
-27% -$915K 0.08% 273
2015
Q1
$3.29M Buy
41,919
+7,508
+22% +$590K 0.11% 218
2014
Q4
$2.47M Sell
34,411
-7,684
-18% -$551K 0.09% 255
2014
Q3
$3.42M Sell
42,095
-6,185
-13% -$503K 0.11% 203
2014
Q2
$3.88M Buy
48,280
+5,908
+14% +$475K 0.12% 183
2014
Q1
$3.27M Buy
42,372
+2,542
+6% +$196K 0.11% 212
2013
Q4
$3.07M Sell
39,830
-170
-0.4% -$13.1K 0.1% 215
2013
Q3
$2.31M Buy
40,000
+4,767
+14% +$276K 0.08% 260
2013
Q2
$2.08M Buy
+35,233
New +$2.08M 0.08% 256