CoreFirst Bank & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $370K | Hold |
|
|||||
|
2025
Q2 | $324K | Sell |
|
|||||
|
2025
Q1 | $389K | Hold |
|
|||||
|
2024
Q4 | $359K | Hold |
|
|||||
|
2024
Q3 | $414K | Hold |
|
|||||
|
2024
Q2 | $444K | Sell |
|
|||||
|
2024
Q1 | $558K | Sell |
|
|||||
|
2023
Q4 | $458K | Hold |
|
|||||
|
2023
Q3 | $414K | Buy |
|
|||||
|
2023
Q2 | $324K | Sell |
|
|||||
|
2023
Q1 | $349K | Hold |
|
|||||
|
2022
Q4 | $358K | Hold |
|
|||||
|
2022
Q3 | $278K | Sell |
|
|||||
|
2022
Q2 | $282K | Buy |
|
|||||
|
2022
Q1 | $272K | Sell |
|
|||||
|
2021
Q4 | $229K | Sell |
|
|||||
|
2021
Q3 | $311K | Sell |
|
|||||
|
2021
Q2 | $445K | Hold |
|
|||||
|
2021
Q1 | $423K | Sell |
|
|||||
|
2020
Q4 | $384K | Buy |
|