Citizens National Bank Trust Department’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 | $3.13M | Sell |
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|
2025
Q1 | $3.27M | Sell |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $3.63M | Sell |
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|
2024
Q2 | $3.96M | Sell |
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|
2024
Q1 | $4.64M | Sell |
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|
2023
Q4 | $3.84M | Sell |
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|
2023
Q3 | $3.6M | Sell |
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|
2023
Q2 | $2.91M | Sell |
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|
2023
Q1 | $3.38M | Sell |
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|
2022
Q4 | $3.48M | Buy |
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|
2022
Q3 | $2.7M | Buy |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $674K | Sell |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $1.91M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.1M | Buy |
|