Columbia Trust’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $831K | Buy |
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|
2023
Q1 | $883K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $853K | Buy |
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|
2022
Q2 | $843K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $533K | Hold |
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|
2021
Q3 | $533K | Buy |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $616K | Buy |
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