Cadence 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 | $287K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $223K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $427K | Buy |
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|
2020
Q1 | $292K | Hold |
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|
2019
Q4 | $606K | Buy |
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|
2019
Q3 | $465K | Buy |
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|
2019
Q2 | $416K | Hold |
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|
2019
Q1 | $423K | Buy |
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|
2018
Q4 | $369K | Buy |
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|
2018
Q3 | $370K | Buy |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $239K | Hold |
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|
2017
Q4 | $252K | Buy |
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