City State Bank’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 | $112K | Hold |
942
| – | – | 0.04% | 253 |
|
|
2025
Q1 | $116K | Sell |
942
-45
| -5% | -$5.56K | 0.04% | 247 |
|
|
2024
Q4 | $112K | Hold |
987
| – | – | 0.04% | 237 |
|
|
2024
Q3 | $130K | Sell |
987
-40
| -4% | -$5.26K | 0.05% | 234 |
|
|
2024
Q2 | $145K | Buy |
1,027
+50
| +5% | +$7.06K | 0.06% | 214 |
|
|
2024
Q1 | $160K | Buy |
977
+136
| +16% | +$22.3K | 0.07% | 199 |
|
|
2023
Q4 | $112K | Buy |
841
+10
| +1% | +$1.33K | 0.06% | 221 |
|
|
2023
Q3 | $100K | Hold |
831
| – | – | 0.06% | 223 |
|
|
2023
Q2 | $79K | Buy |
831
+29
| +4% | +$2.76K | 0.04% | 254 |
|
|
2023
Q1 | $81K | Hold |
802
| – | – | 0.05% | 242 |
|
|
2022
Q4 | $83K | Hold |
802
| – | – | 0.05% | 232 |
|
|
2022
Q3 | $65K | Buy |
802
+56
| +8% | +$4.54K | 0.05% | 237 |
|
|
2022
Q2 | $61K | Sell |
746
-20
| -3% | -$1.64K | 0.04% | 245 |
|
|
2022
Q1 | $66K | Sell |
766
-100
| -12% | -$8.62K | 0.04% | 259 |
|
|
2021
Q4 | $63K | Buy |
+866
| New | +$63K | 0.04% | 268 |
|